LWMG LLC’s iShares TIPS Bond ETF TIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $16.4M | Buy |
148,438
+6,200
| +4% | +$685K | 3.12% | 10 |
|
|
2024
Q2 | $15.2M | Buy |
142,238
+10,778
| +8% | +$1.15M | 3.2% | 9 |
|
|
2024
Q1 | $14.1M | Buy |
131,460
+5,191
| +4% | +$558K | 3.26% | 9 |
|
|
2023
Q4 | $13.6M | Buy |
126,269
+4,240
| +3% | +$456K | 3.33% | 9 |
|
|
2023
Q3 | $12.7M | Buy |
122,029
+4,533
| +4% | +$470K | 3.47% | 9 |
|
|
2023
Q2 | $12.6M | Buy |
117,496
+2,106
| +2% | +$227K | 3.54% | 8 |
|
|
2023
Q1 | $12.7M | Buy |
115,390
+8,187
| +8% | +$903K | 3.98% | 7 |
|
|
2022
Q4 | $11.4M | Buy |
+107,203
| New | +$11.4M | 4.1% | 6 |
|