AWA
Aquire 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 | – | Sell |
-6,579
| Closed | -$681K | – | 50 |
|
|
2025
Q1 | $681K | Sell |
6,579
-4,414
| -40% | -$457K | 0.21% | 26 |
|
|
2024
Q4 | $1.11M | Sell |
10,993
-1,076
| -9% | -$108K | 0.34% | 23 |
|
|
2024
Q3 | $1.22M | Buy |
12,069
+123
| +1% | +$12.5K | 0.38% | 23 |
|
|
2024
Q2 | $1.19M | Hold |
11,946
| – | – | 0.4% | 23 |
|
|
2024
Q1 | $1.19M | Buy |
11,946
+70
| +0.6% | +$6.96K | 0.42% | 25 |
|
|
2023
Q4 | $1.17M | Buy |
11,876
+276
| +2% | +$27.2K | 0.45% | 24 |
|
|
2023
Q3 | $1.12M | Hold |
11,600
| – | – | 0.47% | 24 |
|
|
2023
Q2 | $1.13M | Sell |
11,600
-401
| -3% | -$39.1K | 0.45% | 24 |
|
|
2023
Q1 | $1.19M | Buy |
12,001
+12
| +0.1% | +$1.19K | 0.52% | 23 |
|
|
2022
Q4 | $1.16M | Buy |
11,989
+56
| +0.5% | +$5.43K | 0.58% | 23 |
|
|
2022
Q3 | $1.15M | Buy |
11,933
+58
| +0.5% | +$5.58K | 0.67% | 24 |
|
|
2022
Q2 | $1.2M | Sell |
11,875
-384
| -3% | -$38.9K | 0.7% | 23 |
|
|
2022
Q1 | $1.29M | Hold |
12,259
| – | – | 0.68% | 23 |
|
|
2021
Q4 | $1.3M | Buy |
+12,259
| New | +$1.3M | 0.68% | 24 |
|