ULWM
Upper Left 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 | $478K | Sell |
4,343
-4
| -0.1% | -$440 | 0.32% | 52 |
|
|
2025
Q1 | $483K | Sell |
4,347
-88
| -2% | -$9.78K | 0.35% | 49 |
|
|
2024
Q4 | $473K | Sell |
4,435
-107
| -2% | -$11.4K | 0.4% | 48 |
|
|
2024
Q3 | $494K | Sell |
4,542
-2,204
| -33% | -$240K | 0.43% | 45 |
|
|
2024
Q2 | $720K | Sell |
6,746
-478
| -7% | -$51K | 0.65% | 39 |
|
|
2024
Q1 | $776K | Sell |
7,224
-1,207
| -14% | -$130K | 0.72% | 33 |
|
|
2023
Q4 | $906K | Sell |
8,431
-198
| -2% | -$21.3K | 0.89% | 31 |
|
|
2023
Q3 | $895K | Buy |
8,629
+44
| +0.5% | +$4.56K | 0.93% | 28 |
|
|
2023
Q2 | $924K | Sell |
8,585
-299
| -3% | -$32.2K | 1.03% | 29 |
|
|
2023
Q1 | $979K | Sell |
8,884
-298
| -3% | -$32.9K | 1.11% | 28 |
|
|
2022
Q4 | $977K | Sell |
9,182
-300
| -3% | -$31.9K | 1.16% | 29 |
|
|
2022
Q3 | $1.01M | Buy |
9,482
+4,745
| +100% | +$504K | 1.31% | 24 |
|
|
2022
Q2 | $540K | Buy |
+4,737
| New | +$540K | 0.63% | 37 |
|