LAS
LWM Advisory Services’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 | $568K | Sell |
5,517
-4
| -0.1% | -$412 | 0.39% | 43 |
|
|
2025
Q1 | $571K | Buy |
5,521
+27
| +0.5% | +$2.79K | 0.4% | 43 |
|
|
2024
Q4 | $553K | Buy |
5,494
+852
| +18% | +$85.7K | 0.38% | 42 |
|
|
2024
Q3 | $470K | Sell |
4,642
-121
| -3% | -$12.3K | 0.35% | 55 |
|
|
2024
Q2 | $474K | Buy |
4,763
+607
| +15% | +$60.4K | 0.4% | 43 |
|
|
2024
Q1 | $413K | Buy |
4,156
+450
| +12% | +$44.7K | 0.33% | 57 |
|
|
2023
Q4 | $365K | Buy |
3,706
+3,308
| +831% | +$326K | 0.32% | 59 |
|
|
2023
Q3 | $38.6K | Buy |
+398
| New | +$38.6K | 0.04% | 97 |
|
|
2023
Q2 | – | Sell |
-4,245
| Closed | -$421K | – | 84 |
|
|
2023
Q1 | $421K | Buy |
4,245
+1,594
| +60% | +$158K | 0.45% | 43 |
|
|
2022
Q4 | $257K | Buy |
2,651
+478
| +22% | +$46.4K | 0.28% | 66 |
|
|
2022
Q3 | $209K | Sell |
2,173
-2,598
| -54% | -$250K | 0.24% | 114 |
|
|
2022
Q2 | $484K | Buy |
+4,771
| New | +$484K | 0.58% | 51 |
|