MWPCG
Measured Wealth Private Client Group’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,308
| Closed | -$288K | – | 207 |
|
|
2022
Q1 | $288K | Sell |
2,308
-2,285
| -50% | -$285K | 0.11% | 117 |
|
|
2021
Q4 | $593K | Sell |
4,593
-2,584
| -36% | -$334K | 0.21% | 64 |
|
|
2021
Q3 | $916K | Sell |
7,177
-6,449
| -47% | -$823K | 0.35% | 43 |
|
|
2021
Q2 | $1.74M | Sell |
13,626
-1,900
| -12% | -$243K | 0.56% | 37 |
|
|
2021
Q1 | $1.95M | Buy |
15,526
+389
| +3% | +$48.8K | 0.69% | 28 |
|
|
2020
Q4 | $1.93M | Buy |
15,137
+2,166
| +17% | +$276K | 0.8% | 22 |
|
|
2020
Q3 | $1.64M | Buy |
12,971
+747
| +6% | +$94.5K | 0.79% | 19 |
|
|
2020
Q2 | $1.5M | Buy |
12,224
+414
| +4% | +$50.9K | 0.88% | 18 |
|
|
2020
Q1 | $1.39M | Sell |
11,810
-611
| -5% | -$72.1K | 1.08% | 18 |
|
|
2019
Q4 | $1.45M | Sell |
12,421
-645
| -5% | -$75.2K | 0.97% | 17 |
|
|
2019
Q3 | $1.52M | Sell |
13,066
-276
| -2% | -$32.1K | 0.98% | 20 |
|
|
2019
Q2 | $1.54M | Buy |
13,342
+7,776
| +140% | +$898K | 0.89% | 19 |
|
|
2019
Q1 | $629K | Buy |
5,566
+384
| +7% | +$43.4K | 0.39% | 51 |
|
|
2018
Q4 | $567K | Sell |
5,182
-75
| -1% | -$8.21K | 0.51% | 35 |
|
|
2018
Q3 | $581K | Hold |
5,257
| – | – | 0.35% | 38 |
|
|
2018
Q2 | $593K | Buy |
+5,257
| New | +$593K | 0.48% | 33 |
|
|
2017
Q3 | $957K | Buy |
+8,425
| New | +$957K | 1.31% | 18 |
|