NEWAS
N.E.W. Advisory Services’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $347K | Sell |
3,156
-275
| -8% | -$30.3K | 0.03% | 138 |
|
|
2025
Q1 | $381K | Sell |
3,431
-183
| -5% | -$20.3K | 0.03% | 151 |
|
|
2024
Q4 | $385K | Sell |
3,614
-169
| -4% | -$18K | 0.04% | 134 |
|
|
2024
Q3 | $418K | Sell |
3,783
-209
| -5% | -$23.1K | 0.04% | 126 |
|
|
2024
Q2 | $426K | Sell |
3,992
-181
| -4% | -$19.3K | 0.05% | 114 |
|
|
2024
Q1 | $448K | Sell |
4,173
-93
| -2% | -$9.99K | 0.05% | 110 |
|
|
2023
Q4 | $459K | Sell |
4,266
-531
| -11% | -$57.1K | 0.06% | 103 |
|
|
2023
Q3 | $498K | Sell |
4,797
-36
| -0.7% | -$3.73K | 0.07% | 93 |
|
|
2023
Q2 | $520K | Sell |
4,833
-815
| -14% | -$87.7K | 0.07% | 82 |
|
|
2023
Q1 | $623K | Sell |
5,648
-313
| -5% | -$34.5K | 0.09% | 78 |
|
|
2022
Q4 | $635K | Sell |
5,961
-710
| -11% | -$75.6K | 0.1% | 72 |
|
|
2022
Q3 | $700K | Sell |
6,671
-11
| -0.2% | -$1.15K | 0.13% | 64 |
|
|
2022
Q2 | $761K | Sell |
6,682
-5,219
| -44% | -$594K | 0.13% | 64 |
|
|
2022
Q1 | $1.5M | Buy |
11,901
+4,708
| +65% | +$595K | 0.28% | 41 |
|
|
2021
Q4 | $929K | Sell |
7,193
-1,003
| -12% | -$130K | 0.14% | 60 |
|
|
2021
Q3 | $1.05M | Sell |
8,196
-994
| -11% | -$127K | 0.17% | 56 |
|
|
2021
Q2 | $1.18M | Sell |
9,190
-2,627
| -22% | -$336K | 0.2% | 51 |
|
|
2021
Q1 | $1.49M | Sell |
11,817
-1,949
| -14% | -$246K | 0.28% | 42 |
|
|
2020
Q4 | $1.76M | Buy |
13,766
+634
| +5% | +$81.1K | 0.37% | 38 |
|
|
2020
Q3 | $1.66M | Sell |
13,132
-582
| -4% | -$73.7K | 0.47% | 34 |
|
|
2020
Q2 | $1.69M | Buy |
+13,714
| New | +$1.69M | 0.53% | 34 |
|
|
2019
Q4 | $1.72M | Buy |
+14,716
| New | +$1.72M | 0.56% | 30 |
|