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LWM Advisory Services’s iShares TIPS Bond ETF TIP Stock Holding History

LWM Advisory Services’s Portfolio TIP Stock Details TIP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-843
Closed -$87.5K – 143
2023
Q3 		$87.5K Buy
+843
New +$87.5K 0.09% 84
2022
Q1 		– Sell
-2,060
Closed -$266K – 123
2021
Q4 		$266K Buy
+2,060
New +$266K 0.33% 85