IWN
Independent Wealth Network’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 | $2.29M | Buy |
22,211
+672
| +3% | +$69.2K | 0.83% | 31 |
|
|
2025
Q1 | $2.23M | Buy |
21,539
+2,229
| +12% | +$231K | 0.89% | 28 |
|
|
2024
Q4 | $1.94M | Buy |
19,310
+3,031
| +19% | +$305K | 0.79% | 31 |
|
|
2024
Q3 | $1.65M | Buy |
16,279
+875
| +6% | +$88.7K | 0.73% | 35 |
|
|
2024
Q2 | $1.53M | Buy |
15,404
+968
| +7% | +$96.3K | 0.71% | 37 |
|
|
2024
Q1 | $1.44M | Buy |
14,436
+816
| +6% | +$81.1K | 0.67% | 37 |
|
|
2023
Q4 | $1.34M | Buy |
13,620
+7,635
| +128% | +$753K | 0.71% | 34 |
|
|
2023
Q3 | $580K | Buy |
5,985
+559
| +10% | +$54.2K | 0.36% | 72 |
|
|
2023
Q2 | $530K | Sell |
5,426
-884
| -14% | -$86.3K | 0.32% | 84 |
|
|
2023
Q1 | $626K | Buy |
6,310
+120
| +2% | +$11.9K | 0.4% | 58 |
|
|
2022
Q4 | $600K | Buy |
6,190
+260
| +4% | +$25.2K | 0.41% | 55 |
|
|
2022
Q3 | $570K | Buy |
5,930
+3,567
| +151% | +$343K | 0.45% | 55 |
|
|
2022
Q2 | $240K | Buy |
2,363
+210
| +10% | +$21.3K | 0.17% | 147 |
|
|
2022
Q1 | $226K | Buy |
+2,153
| New | +$226K | 0.14% | 173 |
|