RWB
RMR Wealth Builders’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,711
| Closed | -$289K | – | 218 |
|
|
2022
Q4 | $289K | Buy |
2,711
+1
| +0% | +$106 | 0.07% | 145 |
|
|
2022
Q3 | $284K | Sell |
2,710
-9
| -0.3% | -$943 | 0.07% | 142 |
|
|
2022
Q2 | $310K | Sell |
2,719
-293
| -10% | -$33.4K | 0.08% | 139 |
|
|
2022
Q1 | $375K | Buy |
3,012
+1,388
| +85% | +$173K | 0.08% | 138 |
|
|
2021
Q4 | $210K | Sell |
1,624
-2,267
| -58% | -$293K | 0.06% | 116 |
|
|
2021
Q3 | $497K | Buy |
3,891
+294
| +8% | +$37.6K | 0.15% | 99 |
|
|
2021
Q2 | $460K | Sell |
3,597
-1,192
| -25% | -$152K | 0.15% | 99 |
|
|
2021
Q1 | $601K | Buy |
4,789
+1,383
| +41% | +$174K | 0.16% | 87 |
|
|
2020
Q4 | $435K | Sell |
3,406
-1,411
| -29% | -$180K | 0.21% | 84 |
|
|
2020
Q3 | $609K | Buy |
4,817
+2,301
| +91% | +$291K | 0.16% | 100 |
|
|
2020
Q2 | $309K | Buy |
+2,516
| New | +$309K | 0.28% | 84 |
|
|
2019
Q4 | $285K | Buy |
+2,445
| New | +$285K | 0.27% | 77 |
|