SWM
Scissortail Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,299
| Closed | -$352K | – | 128 |
|
|
2024
Q4 | $352K | Buy |
3,299
+3,284
| +21,893% | +$350K | 0.09% | 95 |
|
|
2024
Q3 | $391K | Sell |
15
-6,890
| -100% | -$180M | 0.09% | 93 |
|
|
2024
Q2 | $737K | Sell |
6,905
-729
| -10% | -$77.8K | 0.19% | 73 |
|
|
2024
Q1 | $820K | Buy |
+7,634
| New | +$820K | 0.22% | 71 |
|
|
2022
Q4 | – | Sell |
-13,445
| Closed | -$1.43M | – | 164 |
|
|
2022
Q3 | $1.43M | Buy |
+13,445
| New | +$1.43M | 0.74% | 39 |
|
|
2022
Q2 | – | Sell |
-13,445
| Closed | -$1.55M | – | 143 |
|
|
2022
Q1 | $1.55M | Buy |
+13,445
| New | +$1.55M | 0.76% | 35 |
|