CWM
Campbell 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,688
| Closed | -$367K | – | 91 |
|
|
2024
Q1 | $367K | Sell |
3,688
-29,076
| -89% | -$2.89M | 0.04% | 56 |
|
|
2023
Q4 | $3.23M | Buy |
32,764
+609
| +2% | +$60K | 0.38% | 20 |
|
|
2023
Q3 | $3.12M | Sell |
32,155
-465
| -1% | -$45.1K | 0.38% | 21 |
|
|
2023
Q2 | $3.18M | Buy |
32,620
+1,281
| +4% | +$125K | 0.41% | 19 |
|
|
2023
Q1 | $3.11M | Sell |
31,339
-341
| -1% | -$33.8K | 0.39% | 21 |
|
|
2022
Q4 | $3.07M | Sell |
31,680
-6,063
| -16% | -$588K | 0.43% | 19 |
|
|
2022
Q3 | $3.63M | Sell |
37,743
-646,295
| -94% | -$62.1M | 0.52% | 19 |
|
|
2022
Q2 | $69.4M | Buy |
+684,038
| New | +$69.4M | 9.72% | 3 |
|