SWA
SFMG Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,990
| Closed | -$257K | – | 322 |
|
|
2021
Q4 | $257K | Buy |
+1,990
| New | +$257K | 0.03% | 226 |
|
|
2014
Q2 | – | Sell |
-2,008
| Closed | -$225K | – | 89 |
|
|
2014
Q1 | $225K | Buy |
+2,008
| New | +$225K | 0.08% | 68 |
|
|
2013
Q3 | – | Sell |
-1,801
| Closed | -$202K | – | 75 |
|
|
2013
Q2 | $202K | Buy |
+1,801
| New | +$202K | 0.08% | 62 |
|