BWS
Buck Wealth Strategies’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
Q1 | – | Sell |
-71,514
| Closed | -$7.19M | – | 136 |
|
|
2024
Q4 | $7.19M | Buy |
71,514
+24,435
| +52% | +$2.46M | 1.5% | 36 |
|
|
2024
Q3 | $4.77M | Sell |
47,079
-3,855
| -8% | -$391K | 1.5% | 38 |
|
|
2024
Q2 | $5.07M | Buy |
50,934
+42,314
| +491% | +$4.21M | 1.5% | 37 |
|
|
2024
Q1 | $857K | Sell |
8,620
-64,605
| -88% | -$6.42M | 0.29% | 49 |
|
|
2023
Q4 | $7.22M | Buy |
73,225
+2,238
| +3% | +$221K | 2.68% | 18 |
|
|
2023
Q3 | $6.88M | Buy |
+70,987
| New | +$6.88M | 2.77% | 4 |
|
|
2022
Q3 | $6.45M | Buy |
+66,578
| New | +$6.45M | 3.02% | 3 |
|