SWA
SOA Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $200K | Buy |
1,815
+24
| +1% | +$2.64K | 0.04% | 195 |
|
|
2025
Q1 | $199K | Buy |
1,791
+3
| +0.2% | +$333 | 0.04% | 189 |
|
|
2024
Q4 | $190K | Sell |
1,788
-149
| -8% | -$15.9K | 0.04% | 186 |
|
|
2024
Q3 | $214K | Buy |
1,937
+12
| +0.6% | +$1.33K | 0.04% | 180 |
|
|
2024
Q2 | $206K | Sell |
1,925
-17
| -0.9% | -$1.82K | 0.04% | 180 |
|
|
2024
Q1 | $209K | Buy |
1,942
+3
| +0.2% | +$322 | 0.04% | 177 |
|
|
2023
Q4 | $208K | Sell |
1,939
-4
| -0.2% | -$430 | 0.05% | 169 |
|
|
2023
Q3 | $202K | Buy |
1,943
+16
| +0.8% | +$1.66K | 0.05% | 162 |
|
|
2023
Q2 | $207K | Sell |
1,927
-42
| -2% | -$4.52K | 0.05% | 157 |
|
|
2023
Q1 | $217K | Sell |
1,969
-43
| -2% | -$4.74K | 0.05% | 147 |
|
|
2022
Q4 | $214K | Sell |
2,012
-179
| -8% | -$19.1K | 0.06% | 143 |
|
|
2022
Q3 | $229K | Buy |
2,191
+54
| +3% | +$5.64K | 0.07% | 135 |
|
|
2022
Q2 | $243K | Buy |
2,137
+130
| +6% | +$14.8K | 0.07% | 129 |
|
|
2022
Q1 | $250K | Buy |
2,007
+9
| +0.5% | +$1.12K | 0.06% | 141 |
|
|
2021
Q4 | $258K | Buy |
1,998
+21
| +1% | +$2.71K | 0.06% | 137 |
|
|
2021
Q3 | $252K | Buy |
1,977
+216
| +12% | +$27.5K | 0.06% | 136 |
|
|
2021
Q2 | $225K | Sell |
1,761
-164
| -9% | -$21K | 0.06% | 145 |
|
|
2021
Q1 | $241K | Sell |
1,925
-8
| -0.4% | -$1K | 0.07% | 131 |
|
|
2020
Q4 | $247K | Buy |
+1,933
| New | +$247K | 0.07% | 124 |
|