JWM
JGP 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 | $1.02M | Buy |
9,913
+5,535
| +126% | +$570K | 0.12% | 95 |
|
|
2025
Q1 | $453K | Buy |
4,378
+420
| +11% | +$43.5K | 0.06% | 131 |
|
|
2024
Q4 | $398K | Buy |
3,958
+1,133
| +40% | +$114K | 0.05% | 141 |
|
|
2024
Q3 | $286K | Buy |
2,825
+486
| +21% | +$49.2K | 0.04% | 152 |
|
|
2024
Q2 | $233K | Buy |
+2,339
| New | +$233K | 0.03% | 158 |
|