WP
WealthSpring Partners’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.27M | Sell |
12,254
-1,501
| -11% | -$156K | 0.95% | 17 |
|
|
2023
Q2 | $1.48M | Sell |
13,755
-11,772
| -46% | -$1.27M | 1.07% | 17 |
|
|
2023
Q1 | $2.81M | Sell |
25,527
-1,036
| -4% | -$114K | 2.18% | 11 |
|
|
2022
Q4 | $2.83M | Sell |
26,563
-6,656
| -20% | -$708K | 2.21% | 12 |
|
|
2022
Q3 | $3.48M | Buy |
+33,219
| New | +$3.48M | 3.08% | 9 |
|