GJWM
Gilliland Jeter 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 | $1.04M | Buy |
10,095
+462
| +5% | +$47.5K | 0.34% | 68 |
|
|
2025
Q1 | $997K | Buy |
9,633
+1
| +0% | +$103 | 0.35% | 64 |
|
|
2024
Q4 | $969K | Sell |
9,632
-1,608
| -14% | -$162K | 0.33% | 68 |
|
|
2024
Q3 | $1.14M | Sell |
11,240
-994
| -8% | -$101K | 0.37% | 60 |
|
|
2024
Q2 | $1.22M | Sell |
12,234
-769
| -6% | -$76.5K | 0.41% | 56 |
|
|
2024
Q1 | $1.29M | Sell |
13,003
-5,282
| -29% | -$525K | 0.45% | 57 |
|
|
2023
Q4 | $1.8M | Buy |
+18,285
| New | +$1.8M | 0.75% | 37 |
|