BWM
BNC 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-52,182
| Closed | -$5.06M | – | 125 |
|
|
2022
Q4 | $5.06M | Buy |
52,182
+460
| +0.9% | +$44.6K | 2.99% | 7 |
|
|
2022
Q3 | $4.97M | Buy |
51,722
+3,958
| +8% | +$380K | 3.01% | 6 |
|
|
2022
Q2 | $4.85M | Buy |
47,764
+45,856
| +2,403% | +$4.65M | 2.53% | 8 |
|
|
2022
Q1 | $200K | Buy |
+1,908
| New | +$200K | 0.1% | 118 |
|