FWA
FOCUS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-17,707
| Closed | -$1.75M | – | 59 |
|
|
2023
Q4 | $1.75M | Buy |
17,707
+957
| +6% | +$94.4K | 1.1% | 26 |
|
|
2023
Q3 | $1.62M | Sell |
16,750
-18
| -0.1% | -$1.75K | 1.13% | 23 |
|
|
2023
Q2 | $1.64M | Sell |
16,768
-182
| -1% | -$17.8K | 1.11% | 24 |
|
|
2023
Q1 | $1.68M | Sell |
16,950
-191
| -1% | -$19K | 1.1% | 24 |
|
|
2022
Q4 | $1.66M | Sell |
17,141
-69
| -0.4% | -$6.69K | 1.15% | 24 |
|
|
2022
Q3 | $1.65M | Sell |
17,210
-54
| -0.3% | -$5.19K | 1.17% | 23 |
|
|
2022
Q2 | $1.75M | Buy |
+17,264
| New | +$1.75M | 1.2% | 18 |
|