BW
BIP Wealth’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 | $12.6M | Buy |
122,085
+3,237
| +3% | +$333K | 0.77% | 21 |
|
|
2025
Q1 | $12.3M | Buy |
118,848
+5,319
| +5% | +$550K | 0.8% | 20 |
|
|
2024
Q4 | $11.4M | Buy |
113,529
+9,655
| +9% | +$971K | 0.76% | 20 |
|
|
2024
Q3 | $10.5M | Buy |
103,874
+15,822
| +18% | +$1.6M | 0.72% | 20 |
|
|
2024
Q2 | $8.76M | Sell |
88,052
-5,358
| -6% | -$533K | 0.72% | 22 |
|
|
2024
Q1 | $9.29M | Buy |
93,410
+10,873
| +13% | +$1.08M | 0.68% | 22 |
|
|
2023
Q4 | $8.14M | Buy |
82,537
+9,458
| +13% | +$932K | 0.64% | 27 |
|
|
2023
Q3 | $7.08M | Buy |
73,079
+7,150
| +11% | +$693K | 0.65% | 28 |
|
|
2023
Q2 | $6.43M | Buy |
65,929
+18,300
| +38% | +$1.79M | 0.53% | 32 |
|
|
2023
Q1 | $4.73M | Buy |
+47,629
| New | +$4.73M | 0.52% | 37 |
|