LWM
LongView 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 | $1.07M | Buy |
10,362
+4,600
| +80% | +$473K | 0.32% | 68 |
|
|
2025
Q1 | $596K | Buy |
5,762
+695
| +14% | +$71.9K | 0.18% | 104 |
|
|
2024
Q4 | $510K | Buy |
5,067
+64
| +1% | +$6.44K | 0.16% | 118 |
|
|
2024
Q3 | $507K | Buy |
5,003
+2,903
| +138% | +$294K | 0.16% | 112 |
|
|
2024
Q2 | $209K | Buy |
+2,100
| New | +$209K | 0.08% | 175 |
|