BTWM
Baker Tilly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,337
| Closed | -$630K | – | 401 |
|
|
2024
Q1 | $630K | Sell |
6,337
-753
| -11% | -$74.9K | 0.11% | 198 |
|
|
2023
Q4 | $699K | Sell |
7,090
-257
| -3% | -$25.3K | 0.11% | 198 |
|
|
2023
Q3 | $712K | Sell |
7,347
-10,905
| -60% | -$1.06M | 0.12% | 177 |
|
|
2023
Q2 | $1.78M | Buy |
18,252
+1,197
| +7% | +$117K | 0.19% | 119 |
|
|
2023
Q1 | $1.69M | Buy |
17,055
+5,134
| +43% | +$509K | 0.19% | 114 |
|
|
2022
Q4 | $1.16M | Sell |
11,921
-3,560
| -23% | -$345K | 0.14% | 165 |
|
|
2022
Q3 | $1.49M | Buy |
15,481
+450
| +3% | +$43.3K | 0.2% | 104 |
|
|
2022
Q2 | $1.53M | Buy |
15,031
+236
| +2% | +$23.9K | 0.2% | 106 |
|
|
2022
Q1 | $1.55M | Buy |
14,795
+493
| +3% | +$51.7K | 0.17% | 117 |
|
|
2021
Q4 | $1.51M | Buy |
14,302
+5,190
| +57% | +$549K | 0.16% | 131 |
|
|
2021
Q3 | $963K | Buy |
+9,112
| New | +$963K | 0.13% | 173 |
|