JWCA
J.W. Coons 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 | $565K | Buy |
5,495
+415
| +8% | +$42.7K | 0.13% | 147 |
|
|
2025
Q1 | $526K | Buy |
5,080
+520
| +11% | +$53.8K | 0.14% | 139 |
|
|
2024
Q4 | $459K | Buy |
4,560
+1,930
| +73% | +$194K | 0.12% | 153 |
|
|
2024
Q3 | $266K | Sell |
2,630
-215
| -8% | -$21.8K | 0.07% | 206 |
|
|
2024
Q2 | $283K | Buy |
+2,845
| New | +$283K | 0.07% | 199 |
|