MWR
McAdams Wright Ragen’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $238K | Buy |
+2,131
| New | +$238K | 0.01% | 366 |
|
|
2014
Q1 | – | Sell |
-2,072
| Closed | -$227K | – | 386 |
|
|
2013
Q4 | $227K | Buy |
2,072
+133
| +7% | +$14.6K | 0.02% | 327 |
|
|
2013
Q3 | $218K | Sell |
1,939
-88
| -4% | -$9.89K | 0.02% | 306 |
|
|
2013
Q2 | $227K | Buy |
+2,027
| New | +$227K | 0.02% | 309 |
|