RWG
Ratio Wealth Group’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-147,259
| Closed | -$15.4M | – | 63 |
|
|
2022
Q3 | $15.4M | Sell |
147,259
-12,548
| -8% | -$1.32M | 5.03% | 8 |
|
|
2022
Q2 | $18.2M | Buy |
159,807
+43,780
| +38% | +$4.99M | 5.92% | 5 |
|
|
2022
Q1 | $14.5M | Buy |
+116,027
| New | +$14.5M | 4.31% | 10 |
|
|
2021
Q1 | – | Sell |
-5,148
| Closed | -$657K | – | 51 |
|
|
2020
Q4 | $657K | Buy |
+5,148
| New | +$657K | 0.35% | 29 |
|