AWM
Axxcess Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-74,178
| Closed | -$7.13M | – | 680 |
|
|
2022
Q3 | $7.13M | Buy |
74,178
+7,150
| +11% | +$687K | 0.67% | 23 |
|
|
2022
Q2 | $6.8M | Buy |
67,028
+644
| +1% | +$65.3K | 0.63% | 25 |
|
|
2022
Q1 | $6.97M | Buy |
66,384
+63,761
| +2,431% | +$6.69M | 0.54% | 32 |
|
|
2021
Q4 | $278K | Buy |
+2,623
| New | +$278K | 0.02% | 493 |
|