PWM
PBMares Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,951
| Closed | -$249K | – | 144 |
|
|
2020
Q4 | $249K | Buy |
1,951
+110
| +6% | +$14K | 0.29% | 109 |
|
|
2020
Q3 | $233K | Sell |
1,841
-51
| -3% | -$6.46K | 0.34% | 89 |
|
|
2020
Q2 | $233K | Buy |
1,892
+122
| +7% | +$15K | 0.35% | 93 |
|
|
2020
Q1 | $209K | Buy |
+1,770
| New | +$209K | 0.33% | 102 |
|