BWA
Burt Wealth Advisors’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 | $14M | Buy |
136,074
+3,425
| +3% | +$352K | 3.2% | 12 |
|
|
2025
Q1 | $13.7M | Buy |
132,649
+5,728
| +5% | +$593K | 3.44% | 12 |
|
|
2024
Q4 | $12.8M | Buy |
126,921
+5,987
| +5% | +$602K | 3.24% | 12 |
|
|
2024
Q3 | $12.3M | Buy |
120,934
+2,102
| +2% | +$213K | 3.01% | 12 |
|
|
2024
Q2 | $11.8M | Sell |
118,832
-5,669
| -5% | -$564K | 3.12% | 12 |
|
|
2024
Q1 | $12.4M | Buy |
124,501
+9,779
| +9% | +$972K | 3.14% | 12 |
|
|
2023
Q4 | $11.3M | Sell |
114,722
-36,833
| -24% | -$3.63M | 3.23% | 12 |
|
|
2023
Q3 | $14.7M | Buy |
151,555
+12,502
| +9% | +$1.21M | 4.51% | 10 |
|
|
2023
Q2 | $13.6M | Buy |
139,053
+3,706
| +3% | +$362K | 4.09% | 10 |
|
|
2023
Q1 | $13.4M | Sell |
135,347
-11,174
| -8% | -$1.11M | 4.17% | 10 |
|
|
2022
Q4 | $14.2M | Sell |
146,521
-3,749
| -2% | -$364K | 4.76% | 9 |
|
|
2022
Q3 | $14.4M | Sell |
150,270
-3,404
| -2% | -$327K | 5.8% | 6 |
|
|
2022
Q2 | $15.6M | Buy |
+153,674
| New | +$15.6M | 5.42% | 7 |
|