HWA
HHM 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 | $27.5K | Hold |
267
| – | – | ﹤0.01% | 463 |
|
|
2025
Q1 | $27.6K | Buy |
+267
| New | +$27.6K | ﹤0.01% | 460 |
|
|
2022
Q4 | – | Sell |
-43
| Closed | -$4K | – | 741 |
|
|
2022
Q3 | $4K | Hold |
43
| – | – | ﹤0.01% | 560 |
|
|
2022
Q2 | $4K | Sell |
43
-106
| -71% | -$9.86K | ﹤0.01% | 682 |
|
|
2022
Q1 | $16K | Hold |
149
| – | – | ﹤0.01% | 468 |
|
|
2021
Q4 | $16K | Hold |
149
| – | – | ﹤0.01% | 461 |
|
|
2021
Q3 | $16K | Hold |
149
| – | – | ﹤0.01% | 442 |
|
|
2021
Q2 | $16K | Hold |
149
| – | – | ﹤0.01% | 429 |
|
|
2021
Q1 | $16K | Hold |
149
| – | – | ﹤0.01% | 409 |
|
|
2020
Q4 | $16K | Hold |
149
| – | – | 0.01% | 381 |
|
|
2020
Q3 | $16K | Hold |
149
| – | – | 0.01% | 343 |
|
|
2020
Q2 | $15K | Hold |
149
| – | – | 0.01% | 340 |
|
|
2020
Q1 | $15K | Buy |
+149
| New | +$15K | 0.01% | 328 |
|