CWM
Comprehensive 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
Q1 | – | Sell |
-100,794
| Closed | -$9.94M | – | 33 |
|
|
2023
Q4 | $9.94M | Sell |
100,794
-2,318
| -2% | -$229K | 8.97% | 4 |
|
|
2023
Q3 | $9.99M | Sell |
103,112
-1,087
| -1% | -$105K | 9.41% | 4 |
|
|
2023
Q2 | $10.2M | Sell |
104,199
-1,568
| -1% | -$153K | 8.81% | 3 |
|
|
2023
Q1 | $10.5M | Buy |
105,767
+4,541
| +4% | +$451K | 8.64% | 3 |
|
|
2022
Q4 | $9.81M | Buy |
101,226
+41,612
| +70% | +$4.03M | 9.04% | 4 |
|
|
2022
Q3 | $5.73M | Buy |
+59,614
| New | +$5.73M | 5.78% | 5 |
|