MWM
Modern 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 | $63.2M | Sell |
613,930
-9,061
| -1% | -$932K | 1.58% | 12 |
|
|
2025
Q1 | $64.5M | Sell |
622,991
-14,878
| -2% | -$1.54M | 2.06% | 9 |
|
|
2024
Q4 | $64.2M | Sell |
637,869
-413,595
| -39% | -$41.6M | 2.4% | 9 |
|
|
2024
Q3 | $107M | Buy |
1,051,464
+13,432
| +1% | +$1.36M | 6.53% | 1 |
|
|
2024
Q2 | $103M | Sell |
1,038,032
-51,389
| -5% | -$5.11M | 7.62% | 2 |
|
|
2024
Q1 | $108M | Buy |
1,089,421
+32,204
| +3% | +$3.2M | 10.06% | 1 |
|
|
2023
Q4 | $104M | Buy |
+1,057,217
| New | +$104M | 13.16% | 1 |
|