TBWA
Three Bridge Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,063
| Closed | -$227K | – | 96 |
|
|
2023
Q1 | $227K | Sell |
2,063
-323
| -14% | -$35.6K | 0.11% | 81 |
|
|
2022
Q4 | $254K | Buy |
2,386
+16
| +0.7% | +$1.7K | 0.14% | 72 |
|
|
2022
Q3 | $249K | Buy |
2,370
+112
| +5% | +$11.8K | 0.13% | 74 |
|
|
2022
Q2 | $257K | Hold |
2,258
| – | – | 0.13% | 76 |
|
|
2022
Q1 | $281K | Buy |
+2,258
| New | +$281K | 0.08% | 76 |
|