SWM
SilverOak 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 | $326K | Buy |
+2,963
| New | +$326K | 0.06% | 83 |
|
|
2025
Q1 | – | Sell |
-5,025
| Closed | -$535K | – | 102 |
|
|
2024
Q4 | $535K | Sell |
5,025
-744
| -13% | -$79.3K | 0.12% | 57 |
|
|
2024
Q3 | $637K | Hold |
5,769
| – | – | 0.14% | 52 |
|
|
2024
Q2 | $616K | Sell |
5,769
-529
| -8% | -$56.5K | 0.15% | 49 |
|
|
2024
Q1 | $676K | Sell |
6,298
-646
| -9% | -$69.4K | 0.17% | 47 |
|
|
2023
Q4 | $746K | Buy |
+6,944
| New | +$746K | 0.2% | 43 |
|