FNWA
Financial Network 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 | $675K | Buy |
6,557
+272
| +4% | +$28K | 0.82% | 19 |
|
2025
Q1 | $650K | Buy |
6,285
+4,320
| +220% | +$447K | 0.85% | 20 |
|
2024
Q4 | $198K | Sell |
1,965
-2,576
| -57% | -$259K | 0.37% | 57 |
|
2024
Q3 | $460K | Sell |
4,541
-883
| -16% | -$89.5K | 0.38% | 55 |
|
2024
Q2 | $540K | Sell |
5,424
-373
| -6% | -$37.1K | 0.4% | 55 |
|
2024
Q1 | $576K | Sell |
5,797
-323
| -5% | -$32.1K | 0.57% | 49 |
|
2023
Q4 | $603K | Buy |
+6,120
| New | +$603K | 0.64% | 37 |
|