DWM
Diversify Wealth Management’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 | $390K | Sell |
3,785
-241
| -6% | -$24.8K | 0.02% | 413 |
|
|
2025
Q1 | $416K | Sell |
4,026
-923
| -19% | -$95.5K | 0.03% | 387 |
|
|
2024
Q4 | $498K | Buy |
4,949
+992
| +25% | +$99.8K | 0.04% | 349 |
|
|
2024
Q3 | $399K | Sell |
3,957
-743
| -16% | -$74.9K | 0.04% | 353 |
|
|
2024
Q2 | $470K | Buy |
+4,700
| New | +$470K | 0.06% | 293 |
|