IWM
Integris 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 | $6.68M | Buy |
64,887
+1,834
| +3% | +$189K | 1.74% | 17 |
|
|
2025
Q1 | $6.52M | Buy |
63,053
+2,777
| +5% | +$287K | 1.86% | 16 |
|
|
2024
Q4 | $6.06M | Buy |
60,276
+2,061
| +4% | +$207K | 1.71% | 17 |
|
|
2024
Q3 | $5.9M | Sell |
58,215
-3,120
| -5% | -$316K | 1.65% | 17 |
|
|
2024
Q2 | $6.1M | Buy |
61,335
+2,926
| +5% | +$291K | 1.76% | 18 |
|
|
2024
Q1 | $5.81M | Buy |
58,409
+2,340
| +4% | +$233K | 1.61% | 18 |
|
|
2023
Q4 | $5.53M | Buy |
56,069
+314
| +0.6% | +$31K | 1.64% | 18 |
|
|
2023
Q3 | $5.4M | Sell |
55,755
-1,305
| -2% | -$126K | 1.77% | 17 |
|
|
2023
Q2 | $5.57M | Sell |
57,060
-1,175
| -2% | -$115K | 1.97% | 12 |
|
|
2023
Q1 | $5.78M | Buy |
58,235
+2,744
| +5% | +$272K | 2.12% | 12 |
|
|
2022
Q4 | $5.38M | Buy |
+55,491
| New | +$5.38M | 2.1% | 11 |
|