MWM
MinichMacGregor Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-254
| Closed | -$27.1K | – | 591 |
|
|
2022
Q4 | $27.1K | Buy |
+254
| New | +$27.1K | 0.01% | 251 |
|
|
2018
Q4 | – | Sell |
-793
| Closed | -$87K | – | 475 |
|
|
2018
Q3 | $87K | Hold |
793
| – | – | 0.06% | 95 |
|
|
2018
Q2 | $89K | Buy |
793
+90
| +13% | +$10.1K | 0.06% | 88 |
|
|
2018
Q1 | $79K | Hold |
703
| – | – | 0.06% | 83 |
|
|
2017
Q4 | $80K | Hold |
703
| – | – | 0.06% | 80 |
|
|
2017
Q3 | $79K | Hold |
703
| – | – | 0.07% | 72 |
|
|
2017
Q2 | $79K | Hold |
703
| – | – | 0.07% | 72 |
|
|
2017
Q1 | $80K | Hold |
703
| – | – | 0.07% | 72 |
|
|
2016
Q4 | $79K | Hold |
703
| – | – | 0.07% | 76 |
|
|
2016
Q3 | $81K | Hold |
703
| – | – | 0.08% | 80 |
|
|
2016
Q2 | $82K | Hold |
703
| – | – | 0.08% | 77 |
|
|
2016
Q1 | $80K | Sell |
703
-574
| -45% | -$65.3K | 0.08% | 78 |
|
|
2015
Q4 | $144K | Buy |
+1,277
| New | +$144K | 0.13% | 47 |
|