SWM
SigFig 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
Q2 | $3.11M | Sell |
28,344
-1,022
| -3% | -$112K | 0.1% | 71 |
|
|
2025
Q1 | $3.24M | Buy |
29,366
+606
| +2% | +$66.8K | 0.12% | 64 |
|
|
2024
Q4 | $3.06M | Buy |
28,760
+1,491
| +5% | +$159K | 0.11% | 68 |
|
|
2024
Q3 | $2.99M | Sell |
27,269
-8,601
| -24% | -$944K | 0.11% | 69 |
|
|
2024
Q2 | $3.82M | Sell |
35,870
-255
| -0.7% | -$27.2K | 0.14% | 59 |
|
|
2024
Q1 | $3.87M | Sell |
36,125
-2,023
| -5% | -$217K | 0.14% | 59 |
|
|
2023
Q4 | $4.09M | Sell |
38,148
-4,754
| -11% | -$509K | 0.16% | 56 |
|
|
2023
Q3 | $4.45M | Buy |
42,902
+10,820
| +34% | +$1.12M | 0.18% | 57 |
|
|
2023
Q2 | $3.53M | Sell |
32,082
-5,829
| -15% | -$642K | 0.14% | 61 |
|
|
2023
Q1 | $4.26M | Buy |
37,911
+136
| +0.4% | +$15.3K | 0.23% | 52 |
|
|
2022
Q4 | $6.1M | Sell |
37,775
-17,479
| -32% | -$2.82M | 0.3% | 37 |
|
|
2022
Q3 | $8.11M | Sell |
55,254
-7,947
| -13% | -$1.17M | 0.43% | 29 |
|
|
2022
Q2 | $8.32M | Buy |
63,201
+13,545
| +27% | +$1.78M | 0.43% | 28 |
|
|
2022
Q1 | $8.13M | Sell |
49,656
-18,453
| -27% | -$3.02M | 0.39% | 31 |
|
|
2021
Q4 | $8.6M | Buy |
68,109
+12,025
| +21% | +$1.52M | 0.4% | 29 |
|
|
2021
Q3 | $7.16M | Buy |
56,084
+20,820
| +59% | +$2.66M | 0.36% | 30 |
|
|
2021
Q2 | $4.51M | Buy |
35,264
+2,855
| +9% | +$365K | 0.24% | 39 |
|
|
2021
Q1 | $4.07M | Buy |
32,409
+4,576
| +16% | +$574K | 0.25% | 36 |
|
|
2020
Q4 | $3.55M | Buy |
27,833
+2,019
| +8% | +$258K | 0.26% | 35 |
|
|
2020
Q3 | $3.28M | Buy |
25,814
+1,137
| +5% | +$144K | 0.3% | 31 |
|
|
2020
Q2 | $3.04M | Buy |
24,677
+1,316
| +6% | +$162K | 0.32% | 28 |
|
|
2020
Q1 | $2.76M | Sell |
23,361
-3,509
| -13% | -$414K | 0.37% | 28 |
|
|
2019
Q4 | $3.13M | Buy |
26,870
+669
| +3% | +$78K | 0.39% | 28 |
|
|
2019
Q3 | $3.05M | Sell |
26,201
-1,247
| -5% | -$145K | 0.43% | 28 |
|
|
2019
Q2 | $3.17M | Buy |
27,448
+671
| +3% | +$77.5K | 0.49% | 31 |
|
|
2019
Q1 | $3.03M | Buy |
26,777
+169
| +0.6% | +$19.1K | 0.54% | 31 |
|
|
2018
Q4 | $2.91M | Sell |
26,608
-2,661
| -9% | -$291K | 0.62% | 31 |
|
|
2018
Q3 | $3.24M | Sell |
29,269
-629
| -2% | -$69.6K | 0.67% | 31 |
|
|
2018
Q2 | $3.38M | Sell |
29,898
-2,311
| -7% | -$261K | 0.87% | 30 |
|
|
2018
Q1 | $3.64M | Sell |
32,209
-125,258
| -80% | -$14.2M | 2.12% | 18 |
|
|
2017
Q4 | $18M | Buy |
157,467
+21,721
| +16% | +$2.48M | 8.59% | 3 |
|
|
2017
Q3 | $15.4M | Buy |
135,746
+10,618
| +8% | +$1.21M | 10.31% | 3 |
|
|
2017
Q2 | $14.2M | Buy |
125,128
+9,666
| +8% | +$1.1M | 10.48% | 3 |
|
|
2017
Q1 | $13.2M | Buy |
115,462
+3,357
| +3% | +$384K | 10.5% | 3 |
|
|
2016
Q4 | $12.7M | Buy |
+112,105
| New | +$12.7M | 10.88% | 3 |
|