JWM
Jeppson 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 | $18.8M | Sell |
182,440
-1,500
| -0.8% | -$154K | 6.49% | 2 |
|
|
2025
Q1 | $19M | Sell |
183,940
-139
| -0.1% | -$14.4K | 6.97% | 2 |
|
|
2024
Q4 | $18.5M | Sell |
184,079
-191
| -0.1% | -$19.2K | 6.72% | 2 |
|
|
2024
Q3 | $18.7M | Sell |
184,270
-581
| -0.3% | -$58.9K | 6.69% | 2 |
|
|
2024
Q2 | $18.4M | Sell |
184,851
-5,882
| -3% | -$585K | 7.02% | 2 |
|
|
2024
Q1 | $19M | Sell |
190,733
-415
| -0.2% | -$41.3K | 7.36% | 1 |
|
|
2023
Q4 | $18.8M | Sell |
191,148
-21,841
| -10% | -$2.15M | 7.8% | 2 |
|
|
2023
Q3 | $20.6M | Sell |
212,989
-9,250
| -4% | -$897K | 9.46% | 1 |
|
|
2023
Q2 | $21.7M | Sell |
222,239
-11,347
| -5% | -$1.11M | 9.44% | 1 |
|
|
2023
Q1 | $23.2M | Sell |
233,586
-45,602
| -16% | -$4.53M | 10.09% | 1 |
|
|
2022
Q4 | $27.1M | Buy |
279,188
+117,773
| +73% | +$11.4M | 11.38% | 1 |
|
|
2022
Q3 | $15.5M | Sell |
161,415
-14,971
| -8% | -$1.44M | 7.03% | 2 |
|
|
2022
Q2 | $17.9M | Buy |
176,386
+106,562
| +153% | +$10.8M | 7.69% | 2 |
|
|
2022
Q1 | $7.33M | Buy |
+69,824
| New | +$7.33M | 3.42% | 3 |
|