WWM
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WJ Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

WJ Wealth Management’s Portfolio TIP Stock Details TIP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2,500
Closed -$323K – 60
2021
Q4 		$323K Hold
2,500
– – 0.19% 44
2021
Q3 		$319K Buy
2,500
+600
+32% +$76.6K 0.21% 44
2021
Q2 		$243K Buy
+1,900
New +$243K 0.75% 39