WIM
Westside Investment 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 | $75.8K | Sell |
689
-497
| -42% | -$54.7K | 0.01% | 382 |
|
|
2025
Q1 | $132K | Hold |
1,186
| – | – | 0.03% | 281 |
|
|
2024
Q4 | $126K | Sell |
1,186
-50
| -4% | -$5.33K | 0.03% | 278 |
|
|
2024
Q3 | $136K | Sell |
1,236
-100
| -7% | -$11K | 0.03% | 280 |
|
|
2024
Q2 | $143K | Sell |
1,336
-495
| -27% | -$52.9K | 0.03% | 262 |
|
|
2024
Q1 | $197K | Hold |
1,831
| – | – | 0.05% | 225 |
|
|
2023
Q4 | $197K | Sell |
1,831
-440
| -19% | -$47.3K | 0.05% | 210 |
|
|
2023
Q3 | $236K | Hold |
2,271
| – | – | 0.07% | 190 |
|
|
2023
Q2 | $244K | Sell |
2,271
-1,033
| -31% | -$111K | 0.07% | 187 |
|
|
2023
Q1 | $364K | Hold |
3,304
| – | – | 0.11% | 159 |
|
|
2022
Q4 | $16.3K | Sell |
3,304
-1,002
| -23% | -$4.95K | 0.04% | 177 |
|
|
2022
Q3 | $53.4K | Sell |
4,306
-4,097
| -49% | -$50.8K | 0.13% | 123 |
|
|
2022
Q2 | $18.5K | Sell |
8,403
-7,208
| -46% | -$15.9K | 0.04% | 166 |
|
|
2022
Q1 | $20.5K | Sell |
15,611
-1,374
| -8% | -$1.81K | 0.05% | 167 |
|
|
2021
Q4 | $21.6K | Buy |
16,985
+134
| +0.8% | +$170 | 0.05% | 154 |
|
|
2021
Q3 | $21.3K | Buy |
16,851
+61
| +0.4% | +$77 | 0.05% | 152 |
|
|
2021
Q2 | $21.3K | Buy |
16,790
+635
| +4% | +$807 | 0.05% | 153 |
|
|
2021
Q1 | $20.8K | Sell |
16,155
-1,655
| -9% | -$2.13K | 0.06% | 146 |
|
|
2020
Q4 | $21.4K | Sell |
17,810
-4,706
| -21% | -$5.66K | 0.06% | 131 |
|
|
2020
Q3 | $47.1K | Sell |
22,516
-1,657
| -7% | -$3.47K | 0.02% | 94 |
|
|
2020
Q2 | $27.5K | Buy |
24,173
+442
| +2% | +$504 | 0.02% | 96 |
|
|
2020
Q1 | $26.4K | Buy |
+23,731
| New | +$26.4K | 0.02% | 110 |
|
|
2019
Q2 | $3.46K | Buy |
+29,928
| New | +$3.46K | 0.01% | 87 |
|
|
2018
Q4 | $2.5M | Buy |
22,867
+7,373
| +48% | +$807K | 0.92% | 12 |
|
|
2018
Q3 | $1.71M | Buy |
15,494
+4,784
| +45% | +$527K | 0.55% | 23 |
|
|
2018
Q2 | $1.2M | Buy |
10,710
+673
| +7% | +$75.7K | 0.42% | 36 |
|
|
2018
Q1 | $1.13M | Buy |
10,037
+629
| +7% | +$71K | 0.62% | 37 |
|
|
2017
Q4 | $1.07M | Buy |
9,408
+220
| +2% | +$25K | 0.58% | 42 |
|
|
2017
Q3 | $1.04M | Buy |
9,188
+2,111
| +30% | +$239K | 0.63% | 38 |
|
|
2017
Q2 | $796K | Buy |
7,077
+1,120
| +19% | +$126K | 0.52% | 52 |
|
|
2017
Q1 | $684K | Buy |
5,957
+1,360
| +30% | +$156K | 0.33% | 55 |
|
|
2016
Q4 | $524K | Buy |
+4,597
| New | +$524K | 0.36% | 42 |
|