SWM
Spire 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 | $7.98M | Sell |
72,979
-10,790
| -13% | -$1.18M | 0.29% | 71 |
|
|
2025
Q1 | $9.31M | Sell |
83,769
-2,224
| -3% | -$247K | 0.3% | 68 |
|
|
2024
Q4 | $9.16M | Sell |
85,993
-1,890
| -2% | -$201K | 0.28% | 78 |
|
|
2024
Q3 | $9.71M | Sell |
87,883
-1,109
| -1% | -$123K | 0.33% | 62 |
|
|
2024
Q2 | $9.47M | Sell |
88,992
-12,028
| -12% | -$1.28M | 0.33% | 58 |
|
|
2024
Q1 | $42.2M | Sell |
101,020
-1,608
| -2% | -$671K | 0.77% | 30 |
|
|
2023
Q4 | $11M | Sell |
102,628
-23,393
| -19% | -$2.5M | 0.36% | 56 |
|
|
2023
Q3 | $13.1M | Buy |
126,021
+14,567
| +13% | +$1.51M | 0.5% | 48 |
|
|
2023
Q2 | $12M | Buy |
111,454
+6,473
| +6% | +$697K | 0.44% | 51 |
|
|
2023
Q1 | $11.6M | Buy |
104,981
+25,272
| +32% | +$2.79M | 0.45% | 44 |
|
|
2022
Q4 | $8.48M | Sell |
79,709
-6,645
| -8% | -$707K | 0.48% | 47 |
|
|
2022
Q3 | $9.06M | Sell |
86,354
-43,321
| -33% | -$4.54M | 0.55% | 40 |
|
|
2022
Q2 | $14.8M | Sell |
129,675
-112,263
| -46% | -$12.8M | 0.61% | 32 |
|
|
2022
Q1 | $33.4M | Buy |
241,938
+4,950
| +2% | +$683K | 0.89% | 17 |
|
|
2021
Q4 | $30.6M | Buy |
236,988
+13,060
| +6% | +$1.69M | 0.68% | 26 |
|
|
2021
Q3 | $28.6M | Buy |
223,928
+34,412
| +18% | +$4.4M | 0.76% | 24 |
|
|
2021
Q2 | $24.4M | Buy |
189,516
+6,791
| +4% | +$874K | 0.66% | 29 |
|
|
2021
Q1 | $23.2M | Buy |
+182,725
| New | +$23.2M | 0.62% | 32 |
|