CWP
Core Wealth Partners’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 | $357K | Hold |
3,468
| – | – | 0.18% | 111 |
|
|
2025
Q1 | $359K | Hold |
3,468
| – | – | 0.21% | 108 |
|
|
2024
Q4 | $349K | Hold |
3,468
| – | – | 0.2% | 108 |
|
|
2024
Q3 | $351K | Hold |
3,468
| – | – | 0.21% | 101 |
|
|
2024
Q2 | $345K | Hold |
3,468
| – | – | 0.24% | 88 |
|
|
2024
Q1 | $345K | Hold |
3,468
| – | – | 0.26% | 78 |
|
|
2023
Q4 | $342K | Hold |
3,468
| – | – | 0.28% | 73 |
|
|
2023
Q3 | $336K | Hold |
3,468
| – | – | 0.31% | 67 |
|
|
2023
Q2 | $338K | Hold |
3,468
| – | – | 0.31% | 69 |
|
|
2023
Q1 | $344K | Buy |
+3,468
| New | +$344K | 0.35% | 65 |
|