WCWM
Willow Creek 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 | $1.08M | Sell |
9,817
-106
| -1% | -$11.7K | 0.1% | 66 |
|
|
2025
Q1 | $1.1M | Sell |
9,923
-107
| -1% | -$11.9K | 0.11% | 62 |
|
|
2024
Q4 | $1.07M | Sell |
10,030
-294
| -3% | -$31.3K | 0.11% | 62 |
|
|
2024
Q3 | $1.14M | Sell |
10,324
-1,787
| -15% | -$197K | 0.12% | 60 |
|
|
2024
Q2 | $1.29M | Sell |
12,111
-57
| -0.5% | -$6.09K | 0.15% | 57 |
|
|
2024
Q1 | $1.31M | Sell |
12,168
-341
| -3% | -$36.6K | 0.15% | 59 |
|
|
2023
Q4 | $1.34M | Sell |
12,509
-2,443
| -16% | -$263K | 0.17% | 57 |
|
|
2023
Q3 | $1.55M | Buy |
14,952
+145
| +1% | +$15K | 0.23% | 47 |
|
|
2023
Q2 | $1.59M | Buy |
14,807
+79
| +0.5% | +$8.5K | 0.23% | 50 |
|
|
2023
Q1 | $1.62M | Buy |
14,728
+74
| +0.5% | +$8.16K | 0.25% | 41 |
|
|
2022
Q4 | $1.56M | Sell |
14,654
-2,254
| -13% | -$240K | 0.26% | 41 |
|
|
2022
Q3 | $1.77M | Sell |
16,908
-4,223
| -20% | -$443K | 0.34% | 38 |
|
|
2022
Q2 | $2.41M | Buy |
21,131
+1,586
| +8% | +$181K | 0.45% | 28 |
|
|
2022
Q1 | $2.44M | Sell |
19,545
-1,598
| -8% | -$199K | 0.49% | 27 |
|
|
2021
Q4 | $2.73M | Sell |
21,143
-142
| -0.7% | -$18.3K | 0.56% | 24 |
|
|
2021
Q3 | $2.72M | Sell |
21,285
-1,036
| -5% | -$132K | 0.6% | 23 |
|
|
2021
Q2 | $2.86M | Sell |
22,321
-1,213
| -5% | -$155K | 0.68% | 21 |
|
|
2021
Q1 | $2.95M | Buy |
23,534
+1,318
| +6% | +$165K | 1.09% | 17 |
|
|
2020
Q4 | $2.84M | Buy |
22,216
+2,214
| +11% | +$283K | 1.07% | 14 |
|
|
2020
Q3 | $2.53M | Sell |
20,002
-1,344
| -6% | -$170K | 1.04% | 14 |
|
|
2020
Q2 | $2.63M | Buy |
21,346
+634
| +3% | +$78K | 1.18% | 12 |
|
|
2020
Q1 | $2.44M | Sell |
20,712
-1,495
| -7% | -$176K | 1.23% | 13 |
|
|
2019
Q4 | $2.59M | Sell |
22,207
-2,196
| -9% | -$256K | 1.18% | 13 |
|
|
2019
Q3 | $2.84M | Sell |
24,403
-456
| -2% | -$53K | 1.32% | 12 |
|
|
2019
Q2 | $2.87M | Buy |
24,859
+146
| +0.6% | +$16.9K | 1.38% | 12 |
|
|
2019
Q1 | $2.79M | Sell |
24,713
-902
| -4% | -$102K | 1.41% | 12 |
|
|
2018
Q4 | $2.81M | Sell |
25,615
-9,350
| -27% | -$1.02M | 1.49% | 12 |
|
|
2018
Q3 | $3.87M | Sell |
34,965
-502
| -1% | -$55.5K | 2.16% | 5 |
|
|
2018
Q2 | $4M | Buy |
35,467
+524
| +1% | +$59.1K | 2.25% | 5 |
|
|
2018
Q1 | $3.95M | Sell |
34,943
-3,435
| -9% | -$388K | 2.12% | 6 |
|
|
2017
Q4 | $4.38M | Sell |
38,378
-107,036
| -74% | -$12.2M | 2.89% | 5 |
|
|
2017
Q3 | $16.5M | Buy |
145,414
+6,040
| +4% | +$686K | 10.78% | 3 |
|
|
2017
Q2 | $15.8M | Buy |
139,374
+4,079
| +3% | +$463K | 10.64% | 3 |
|
|
2017
Q1 | $15.5M | Buy |
135,295
+7,636
| +6% | +$875K | 10.71% | 3 |
|
|
2016
Q4 | $14.4M | Buy |
127,659
+10,198
| +9% | +$1.15M | 10.66% | 3 |
|
|
2016
Q3 | $13.7M | Sell |
117,461
-727
| -0.6% | -$84.7K | 10.77% | 3 |
|
|
2016
Q2 | $13.8M | Buy |
118,188
+2,830
| +2% | +$330K | 11.21% | 3 |
|
|
2016
Q1 | $13.2M | Sell |
115,358
-1,483
| -1% | -$170K | 11.98% | 3 |
|
|
2015
Q4 | $12.8M | Buy |
116,841
+581
| +0.5% | +$63.7K | 11.54% | 3 |
|
|
2015
Q3 | $12.9M | Sell |
116,260
-1,919
| -2% | -$212K | 11.88% | 3 |
|
|
2015
Q2 | $13.2M | Buy |
118,179
+4,391
| +4% | +$492K | 12.33% | 3 |
|
|
2015
Q1 | $12.9M | Buy |
113,788
+801
| +0.7% | +$91K | 12.13% | 3 |
|
|
2014
Q4 | $12.7M | Buy |
+112,987
| New | +$12.7M | 12.38% | 3 |
|