LL
LPWM LLC’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $335K | Hold |
3,046
| – | – | 0.1% | 67 |
|
|
2025
Q1 | $338K | Sell |
3,046
-2,945
| -49% | -$327K | 0.11% | 61 |
|
|
2024
Q4 | $638K | Sell |
5,991
-438
| -7% | -$46.7K | 0.21% | 47 |
|
|
2024
Q3 | $708K | Buy |
6,429
+78
| +1% | +$8.59K | 0.23% | 44 |
|
|
2024
Q2 | $679K | Sell |
6,351
-130
| -2% | -$13.9K | 0.23% | 44 |
|
|
2024
Q1 | $686K | Sell |
6,481
-273
| -4% | -$28.9K | 0.25% | 42 |
|
|
2023
Q4 | $721K | Sell |
6,754
-642
| -9% | -$68.5K | 0.29% | 38 |
|
|
2023
Q3 | $761K | Buy |
7,396
+1,906
| +35% | +$196K | 0.34% | 35 |
|
|
2023
Q2 | $587K | Sell |
5,490
-101
| -2% | -$10.8K | 0.26% | 38 |
|
|
2023
Q1 | $616K | Sell |
5,591
-672
| -11% | -$74.1K | 0.3% | 35 |
|
|
2022
Q4 | $675K | Buy |
6,263
+516
| +9% | +$55.6K | 0.36% | 31 |
|
|
2022
Q3 | $603K | Sell |
5,747
-2,179
| -27% | -$229K | 0.36% | 34 |
|
|
2022
Q2 | $900K | Sell |
7,926
-1,141
| -13% | -$130K | 0.5% | 28 |
|
|
2022
Q1 | $1.1M | Buy |
9,067
+1,390
| +18% | +$169K | 0.55% | 27 |
|
|
2021
Q4 | $992K | Buy |
7,677
+1,601
| +26% | +$207K | 0.53% | 25 |
|
|
2021
Q3 | $777K | Sell |
6,076
-321
| -5% | -$41.1K | 0.46% | 27 |
|
|
2021
Q2 | $818K | Buy |
6,397
+175
| +3% | +$22.4K | 0.49% | 26 |
|
|
2021
Q1 | $781K | Buy |
6,222
+557
| +10% | +$69.9K | 0.53% | 26 |
|
|
2020
Q4 | $723K | Buy |
5,665
+4,022
| +245% | +$513K | 0.54% | 27 |
|
|
2020
Q3 | $207K | Buy |
+1,643
| New | +$207K | 0.17% | 49 |
|