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BWM Planning’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

BWM Planning’s Portfolio STIP Stock Details STIP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$249K Buy
2,416
+131
+6% +$13.5K 0.09% 70
2025
Q1 		$236K Sell
2,285
-98
-4% -$10.1K 0.1% 71
2024
Q4 		$240K Sell
2,383
-5,302
-69% -$533K 0.1% 72
2024
Q3 		$779K Buy
+7,685
New +$779K 0.35% 47