AWAU
Alliance Wealth Advisors (Utah)’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.69M | Buy |
45,592
+2,271
| +5% | +$234K | 1.13% | 18 |
|
|
2025
Q1 | $4.48M | Buy |
43,321
+4,494
| +12% | +$465K | 1.17% | 16 |
|
|
2024
Q4 | $3.91M | Buy |
38,827
+26,602
| +218% | +$2.68M | 1.01% | 23 |
|
|
2024
Q3 | $1.24M | Sell |
12,225
-2,187
| -15% | -$222K | 0.33% | 79 |
|
|
2024
Q2 | $1.43M | Buy |
14,412
+1,270
| +10% | +$126K | 0.42% | 68 |
|
|
2024
Q1 | $1.31M | Buy |
13,142
+1,604
| +14% | +$159K | 0.39% | 72 |
|
|
2023
Q4 | $1.14M | Buy |
11,538
+740
| +7% | +$73K | 0.38% | 69 |
|
|
2023
Q3 | $1.05M | Sell |
10,798
-9,749
| -47% | -$945K | 0.39% | 64 |
|
|
2023
Q2 | $2.01M | Buy |
20,547
+1,000
| +5% | +$97.6K | 0.74% | 43 |
|
|
2023
Q1 | $1.94M | Buy |
19,547
+2,562
| +15% | +$254K | 0.78% | 42 |
|
|
2022
Q4 | $1.65M | Buy |
+16,985
| New | +$1.65M | 0.74% | 48 |
|