EWA
Exencial Wealth Advisors’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 | $16M | Buy |
155,418
+42,424
| +38% | +$4.37M | 0.56% | 52 |
|
|
2025
Q1 | $11.7M | Buy |
112,994
+12,215
| +12% | +$1.26M | 0.43% | 74 |
|
|
2024
Q4 | $10.1M | Buy |
100,779
+12,910
| +15% | +$1.3M | 0.37% | 78 |
|
|
2024
Q3 | $8.9M | Sell |
87,869
-1,510
| -2% | -$153K | 0.32% | 92 |
|
|
2024
Q2 | $8.89M | Sell |
89,379
-2,732
| -3% | -$272K | 0.33% | 93 |
|
|
2024
Q1 | $9.16M | Sell |
92,111
-3,800
| -4% | -$378K | 0.34% | 92 |
|
|
2023
Q4 | $9.46M | Sell |
95,911
-12,600
| -12% | -$1.24M | 0.39% | 80 |
|
|
2023
Q3 | $10.5M | Sell |
108,511
-11,047
| -9% | -$1.07M | 0.51% | 61 |
|
|
2023
Q2 | $11.7M | Buy |
+119,558
| New | +$11.7M | 0.54% | 59 |
|