IWA
STIP icon

Icon Wealth Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Icon Wealth Advisors’s Portfolio STIP Stock Details STIP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.55M Buy
15,015
+12,773
+570% +$1.31M 0.11% 139
2025
Q1 		$232K Buy
+2,242
New +$232K 0.02% 324
2022
Q4 		$423K Sell
4,367
-578
-12% -$56K 0.05% 209
2022
Q3 		$475K Buy
+4,945
New +$475K 0.06% 189