DWMG
DB Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $3.94K | Sell |
40
-46
| -53% | -$4.53K | ﹤0.01% | 324 |
|
|
2023
Q3 | $8.34K | Hold |
86
| – | – | 0.01% | 289 |
|
|
2023
Q2 | $8.39K | Buy |
+86
| New | +$8.39K | 0.01% | 287 |
|
|
2022
Q4 | – | Sell |
-27,743
| Closed | -$2.67M | – | 376 |
|
|
2022
Q3 | $2.67M | Buy |
27,743
+1,316
| +5% | +$126K | 1.9% | 12 |
|
|
2022
Q2 | $2.68M | Buy |
26,427
+5,354
| +25% | +$543K | 1.83% | 12 |
|
|
2022
Q1 | $2.21M | Buy |
21,073
+3,284
| +18% | +$345K | 1.33% | 21 |
|
|
2021
Q4 | $1.88M | Buy |
17,789
+529
| +3% | +$56K | 1.11% | 27 |
|
|
2021
Q3 | $1.82M | Buy |
17,260
+1,213
| +8% | +$128K | 1.17% | 24 |
|
|
2021
Q2 | $1.71M | Buy |
16,047
+1,366
| +9% | +$145K | 1.09% | 27 |
|
|
2021
Q1 | $1.55M | Buy |
14,681
+2,133
| +17% | +$225K | 1.06% | 26 |
|
|
2020
Q4 | $1.31M | Buy |
+12,548
| New | +$1.31M | 0.97% | 29 |
|