CWP
Cyndeo 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 | $469K | Sell |
4,562
-432
| -9% | -$44.5K | 0.03% | 317 |
|
|
2025
Q1 | $517K | Sell |
4,994
-740
| -13% | -$76.6K | 0.03% | 291 |
|
|
2024
Q4 | $577K | Sell |
5,734
-647
| -10% | -$65.1K | 0.04% | 274 |
|
|
2024
Q3 | $647K | Sell |
6,381
-155,240
| -96% | -$15.7M | 0.05% | 262 |
|
|
2024
Q2 | $16.1M | Buy |
161,621
+6,035
| +4% | +$600K | 1.26% | 13 |
|
|
2024
Q1 | $15.5M | Buy |
155,586
+729
| +0.5% | +$72.5K | 1.29% | 14 |
|
|
2023
Q4 | $15.3M | Buy |
154,857
+486
| +0.3% | +$47.9K | 1.41% | 14 |
|
|
2023
Q3 | $15M | Buy |
154,371
+3,098
| +2% | +$300K | 1.56% | 9 |
|
|
2023
Q2 | $14.8M | Buy |
151,273
+1,349
| +0.9% | +$132K | 1.54% | 11 |
|
|
2023
Q1 | $14.9M | Buy |
149,924
+73,546
| +96% | +$7.3M | 1.6% | 9 |
|
|
2022
Q4 | $7.41M | Buy |
+76,378
| New | +$7.41M | 0.87% | 25 |
|