AWA
Amplius Wealth Advisors’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 | $273K | Buy |
+2,652
| New | +$273K | 0.03% | 165 |
|
|
2023
Q3 | – | Sell |
-2,356
| Closed | -$230K | – | 170 |
|
|
2023
Q2 | $230K | Sell |
2,356
-7,590
| -76% | -$741K | 0.03% | 147 |
|
|
2023
Q1 | $987K | Sell |
9,946
-1,785
| -15% | -$177K | 0.14% | 70 |
|
|
2022
Q4 | $1.14M | Sell |
11,731
-75,622
| -87% | -$7.33M | 0.18% | 66 |
|
|
2022
Q3 | $8.4M | Sell |
87,353
-67,962
| -44% | -$6.53M | 1.5% | 20 |
|
|
2022
Q2 | $15.8M | Sell |
155,315
-78,051
| -33% | -$7.92M | 2.55% | 13 |
|
|
2022
Q1 | $24.5M | Sell |
233,366
-71,519
| -23% | -$7.51M | 3.77% | 6 |
|
|
2021
Q4 | $32.3M | Buy |
+304,885
| New | +$32.3M | 4.45% | 7 |
|