NWAG
Net Worth Advisory Group’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.1M | Buy |
109,982
+1,848
| +2% | +$203K | 2.68% | 4 |
|
|
2025
Q1 | $12M | Buy |
108,134
+794
| +0.7% | +$88.2K | 3.78% | 2 |
|
|
2024
Q4 | $11.4M | Sell |
107,340
-1,031
| -1% | -$110K | 3.47% | 2 |
|
|
2024
Q3 | $12M | Buy |
+108,371
| New | +$12M | 3.55% | 2 |
|