CWA
Continuum 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 | $545K | Sell |
5,298
-2,839
| -35% | -$292K | 0.26% | 29 |
|
|
2025
Q1 | $842K | Buy |
8,137
+160
| +2% | +$16.6K | 0.43% | 25 |
|
|
2024
Q4 | $802K | Sell |
7,977
-25
| -0.3% | -$2.52K | 0.41% | 24 |
|
|
2024
Q3 | $811K | Sell |
8,002
-141
| -2% | -$14.3K | 0.44% | 24 |
|
|
2024
Q2 | $810K | Sell |
8,143
-37
| -0.5% | -$3.68K | 0.43% | 21 |
|
|
2024
Q1 | $813K | Sell |
8,180
-624
| -7% | -$62K | 0.46% | 22 |
|
|
2023
Q4 | $868K | Sell |
8,804
-224
| -2% | -$22.1K | 0.56% | 20 |
|
|
2023
Q3 | $875K | Sell |
9,028
-438
| -5% | -$42.5K | 0.62% | 22 |
|
|
2023
Q2 | $924K | Sell |
9,466
-330
| -3% | -$32.2K | 0.65% | 21 |
|
|
2023
Q1 | $972K | Sell |
9,796
-15,988
| -62% | -$1.59M | 0.79% | 15 |
|
|
2022
Q4 | $2.5M | Buy |
+25,784
| New | +$2.5M | 2.48% | 8 |
|