DWM
Dogwood 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 | $3.99M | Sell |
38,926
-4,465
| -10% | -$458K | 1.95% | 16 |
|
|
2025
Q1 | $4.49M | Sell |
43,391
-5,387
| -11% | -$557K | 2.36% | 15 |
|
|
2024
Q4 | $4.91M | Sell |
48,778
-97,469
| -67% | -$9.81M | 2.6% | 14 |
|
|
2024
Q3 | $14.8M | Sell |
146,247
-1,627
| -1% | -$165K | 8.52% | 1 |
|
|
2024
Q2 | $14.7M | Sell |
147,874
-1,335
| -0.9% | -$133K | 9.06% | 1 |
|
|
2024
Q1 | $14.8M | Buy |
149,209
+23,773
| +19% | +$2.36M | 10.03% | 1 |
|
|
2023
Q4 | $12.4M | Buy |
+125,436
| New | +$12.4M | 9.67% | 1 |
|