SW
Simplicity Wealth’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $667K | Buy |
6,062
+2,989
| +97% | +$329K | 0.03% | 403 |
|
|
2025
Q1 | $341K | Buy |
3,073
+62
| +2% | +$6.89K | 0.03% | 407 |
|
|
2024
Q4 | $321K | Sell |
3,011
-137
| -4% | -$14.6K | 0.07% | 221 |
|
|
2024
Q3 | $348K | Sell |
3,148
-20,432
| -87% | -$2.26M | 0.03% | 368 |
|
|
2024
Q2 | $2.52M | Sell |
23,580
-82
| -0.3% | -$8.76K | 0.06% | 314 |
|
|
2024
Q1 | $2.54M | Buy |
23,662
+16,819
| +246% | +$1.81M | 0.06% | 303 |
|
|
2023
Q4 | $736K | Buy |
6,843
+1,327
| +24% | +$143K | 0.28% | 55 |
|
|
2023
Q3 | $572K | Buy |
+5,516
| New | +$572K | 0.33% | 39 |
|