JWM
Janiczek 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $88K | Hold |
884
| – | – | 0.02% | 303 |
|
|
2024
Q1 | $87.9K | Hold |
884
| – | – | 0.02% | 321 |
|
|
2023
Q4 | $87.2K | Sell |
884
-2,000
| -69% | -$197K | 0.02% | 289 |
|
|
2023
Q3 | $280K | Hold |
2,884
| – | – | 0.07% | 111 |
|
|
2023
Q2 | $281K | Hold |
2,884
| – | – | 0.08% | 96 |
|
|
2023
Q1 | $285K | Sell |
2,884
-50
| -2% | -$4.95K | 0.08% | 86 |
|
|
2022
Q4 | $286K | Hold |
2,934
| – | – | 0.08% | 86 |
|
|
2022
Q3 | $284K | Hold |
2,934
| – | – | 0.09% | 69 |
|
|
2022
Q2 | $302K | Hold |
2,934
| – | – | 0.09% | 70 |
|
|
2022
Q1 | $308K | Sell |
2,934
-107,246
| -97% | -$11.3M | 0.09% | 74 |
|
|
2021
Q4 | $11.7M | Buy |
110,180
+6,643
| +6% | +$703K | 3.49% | 9 |
|
|
2021
Q3 | $10.9M | Buy |
103,537
+7,696
| +8% | +$813K | 3.87% | 8 |
|
|
2021
Q2 | $10.2M | Buy |
95,841
+13,497
| +16% | +$1.43M | 3.7% | 8 |
|
|
2021
Q1 | $8.71M | Buy |
+82,344
| New | +$8.71M | 3.47% | 8 |
|