RSWM
Robertson Stephens Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,550
| Closed | -$265K | – | 477 |
|
|
2023
Q3 | $265K | Buy |
+2,550
| New | +$265K | 0.02% | 394 |
|
|
2022
Q4 | – | Sell |
-4,835
| Closed | -$507K | – | 434 |
|
|
2022
Q3 | $507K | Sell |
4,835
-6,992
| -59% | -$733K | 0.05% | 217 |
|
|
2022
Q2 | $1.35M | Buy |
11,827
+8,378
| +243% | +$954K | 0.13% | 131 |
|
|
2022
Q1 | $429K | Sell |
3,449
-13,204
| -79% | -$1.64M | 0.04% | 264 |
|
|
2021
Q4 | $2.15M | Buy |
16,653
+11,719
| +238% | +$1.51M | 0.18% | 105 |
|
|
2021
Q3 | $630K | Buy |
+4,934
| New | +$630K | 0.07% | 178 |
|