UWM
USAdvisors Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-48,744
| Closed | -$6.07M | – | 123 |
|
|
2022
Q1 | $6.07M | Buy |
48,744
+599
| +1% | +$74.6K | 2.59% | 13 |
|
|
2021
Q4 | $6.22M | Buy |
48,145
+1,997
| +4% | +$258K | 2.53% | 14 |
|
|
2021
Q3 | $5.89M | Buy |
46,148
+5,195
| +13% | +$663K | 2.55% | 16 |
|
|
2021
Q2 | $5.24M | Buy |
40,953
+27,121
| +196% | +$3.47M | 2.85% | 14 |
|
|
2021
Q1 | $1.74M | Buy |
+13,832
| New | +$1.74M | 0.84% | 32 |
|