TWM
TCFG 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 | $401K | Sell |
3,641
-507
| -12% | -$55.8K | 0.18% | 155 |
|
|
2025
Q1 | $461K | Sell |
4,148
-4,233
| -51% | -$470K | 0.23% | 108 |
|
|
2024
Q4 | $893K | Sell |
8,381
-724
| -8% | -$77.1K | 0.45% | 63 |
|
|
2024
Q3 | $1.01M | Buy |
+9,105
| New | +$1.01M | 0.51% | 58 |
|