KWM
Keebeck 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 | $253K | Buy |
+2,454
| New | +$253K | 0.03% | 300 |
|
|
2023
Q4 | – | Sell |
-3,071
| Closed | -$298K | – | 281 |
|
|
2023
Q3 | $298K | Buy |
3,071
+216
| +8% | +$20.9K | 0.05% | 207 |
|
|
2023
Q2 | $279K | Sell |
2,855
-28
| -1% | -$2.73K | 0.04% | 225 |
|
|
2023
Q1 | $286K | Sell |
2,883
-1,035
| -26% | -$103K | 0.05% | 209 |
|
|
2022
Q4 | $380K | Sell |
3,918
-3,149
| -45% | -$305K | 0.07% | 177 |
|
|
2022
Q3 | $679K | Buy |
7,067
+1,072
| +18% | +$103K | 0.13% | 126 |
|
|
2022
Q2 | $608K | Sell |
5,995
-345
| -5% | -$35K | 0.12% | 136 |
|
|
2022
Q1 | $665K | Buy |
+6,340
| New | +$665K | 0.11% | 139 |
|