CWM
STIP icon

Copia Wealth Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Copia Wealth Management’s Portfolio STIP Stock Details STIP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.57M Buy
34,655
+2,913
+9% +$300K 3.01% 8
2025
Q1 		$3.28M Buy
31,742
+1,180
+4% +$122K 3.04% 8
2024
Q4 		$3.07M Buy
+30,562
New +$3.07M 2.93% 9