MAWCM
Mine & Arao Wealth Creation & Management’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $596K | Buy |
5,421
+22
| +0.4% | +$2.42K | 0.27% | 39 |
|
|
2025
Q1 | $600K | Sell |
5,399
-152
| -3% | -$16.9K | 0.29% | 36 |
|
|
2024
Q4 | $591K | Sell |
5,551
-503
| -8% | -$53.6K | 0.27% | 39 |
|
|
2024
Q3 | $669K | Sell |
6,054
-191
| -3% | -$21.1K | 0.31% | 37 |
|
|
2024
Q2 | $667K | Buy |
6,245
+216
| +4% | +$23.1K | 0.32% | 34 |
|
|
2024
Q1 | $648K | Hold |
6,029
| – | – | 0.32% | 37 |
|
|
2023
Q4 | $648K | Sell |
6,029
-1
| -0% | -$107 | 0.35% | 30 |
|
|
2023
Q3 | $625K | Sell |
6,030
-133
| -2% | -$13.8K | 0.38% | 30 |
|
|
2023
Q2 | $663K | Buy |
6,163
+13
| +0.2% | +$1.4K | 0.39% | 30 |
|
|
2023
Q1 | $678K | Sell |
6,150
-61
| -1% | -$6.73K | 0.44% | 29 |
|
|
2022
Q4 | $661K | Buy |
6,211
+7
| +0.1% | +$745 | 0.49% | 29 |
|
|
2022
Q3 | $651K | Sell |
6,204
-921
| -13% | -$96.6K | 0.48% | 28 |
|
|
2022
Q2 | $812K | Buy |
7,125
+48
| +0.7% | +$5.47K | 0.57% | 26 |
|
|
2022
Q1 | $882K | Buy |
7,077
+7
| +0.1% | +$872 | 0.52% | 26 |
|
|
2021
Q4 | $913K | Buy |
7,070
+65
| +0.9% | +$8.39K | 0.5% | 26 |
|
|
2021
Q3 | $895K | Buy |
7,005
+26
| +0.4% | +$3.32K | 0.54% | 28 |
|
|
2021
Q2 | $893K | Buy |
6,979
+16
| +0.2% | +$2.05K | 0.54% | 29 |
|
|
2021
Q1 | $874K | Buy |
6,963
+917
| +15% | +$115K | 0.58% | 27 |
|
|
2020
Q4 | $772K | Sell |
6,046
-11
| -0.2% | -$1.41K | 0.55% | 29 |
|
|
2020
Q3 | $766K | Buy |
6,057
+263
| +5% | +$33.3K | 0.63% | 24 |
|
|
2020
Q2 | $713K | Buy |
5,794
+55
| +1% | +$6.77K | 0.67% | 24 |
|
|
2020
Q1 | $677K | Sell |
5,739
-89
| -2% | -$10.5K | 0.79% | 20 |
|
|
2019
Q4 | $679K | Buy |
+5,828
| New | +$679K | 0.64% | 24 |
|