QWP
Quotient Wealth Partners’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45M | Buy |
409,268
+8,202
| +2% | +$903K | 1.33% | 20 |
|
|
2025
Q1 | $44.6M | Buy |
401,066
+6,496
| +2% | +$722K | 1.42% | 20 |
|
|
2024
Q4 | $42M | Buy |
394,570
+12,055
| +3% | +$1.28M | 1.38% | 20 |
|
|
2024
Q3 | $42.3M | Buy |
382,515
+11,669
| +3% | +$1.29M | 1.39% | 20 |
|
|
2024
Q2 | $39.6M | Buy |
370,846
+365,458
| +6,783% | +$39M | 1.39% | 20 |
|
|
2024
Q1 | $579K | Sell |
5,388
-2,915
| -35% | -$313K | 0.02% | 157 |
|
|
2023
Q4 | $892K | Buy |
+8,303
| New | +$892K | 0.03% | 132 |
|