LWM
Lodestone 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 | $520K | Sell |
5,051
-58
| -1% | -$5.97K | 0.25% | 95 |
|
|
2025
Q1 | $529K | Sell |
5,109
-24
| -0.5% | -$2.48K | 0.28% | 83 |
|
|
2024
Q4 | $516K | Sell |
5,133
-91
| -2% | -$9.16K | 0.26% | 90 |
|
|
2024
Q3 | $529K | Sell |
5,224
-63
| -1% | -$6.38K | 0.26% | 84 |
|
|
2024
Q2 | $526K | Sell |
5,287
-42
| -0.8% | -$4.18K | 0.28% | 88 |
|
|
2024
Q1 | $530K | Sell |
5,329
-152
| -3% | -$15.1K | 0.28% | 83 |
|
|
2023
Q4 | $540K | Sell |
5,481
-790
| -13% | -$77.9K | 0.31% | 74 |
|
|
2023
Q3 | $608K | Sell |
6,271
-68
| -1% | -$6.59K | 0.43% | 61 |
|
|
2023
Q2 | $619K | Buy |
6,339
+79
| +1% | +$7.71K | 0.42% | 64 |
|
|
2023
Q1 | $621K | Buy |
6,260
+162
| +3% | +$16.1K | 0.48% | 60 |
|
|
2022
Q4 | $591K | Buy |
+6,098
| New | +$591K | 0.48% | 59 |
|