MWM
MBE Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,090
| Closed | -$224K | – | 97 |
|
|
2024
Q1 | $224K | Sell |
2,090
-65,193
| -97% | -$7M | 0.14% | 76 |
|
|
2023
Q4 | $7.23M | Sell |
67,283
-1,357
| -2% | -$146K | 3.7% | 6 |
|
|
2023
Q3 | $7.12M | Buy |
68,640
+4,290
| +7% | +$445K | 4.09% | 6 |
|
|
2023
Q2 | $6.93M | Buy |
64,350
+2,374
| +4% | +$255K | 3.72% | 6 |
|
|
2023
Q1 | $6.83M | Buy |
61,976
+35,927
| +138% | +$3.96M | 4.02% | 6 |
|
|
2022
Q4 | $2.77M | Buy |
+26,049
| New | +$2.77M | 1.79% | 7 |
|
|
2020
Q2 | – | Sell |
-185
| Closed | -$21K | – | 462 |
|
|
2020
Q1 | $21K | Buy |
+185
| New | +$21K | 0.02% | 214 |
|