MBFW
Morton Brown Family Wealth’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 | $12.2K | Hold |
119
| – | – | ﹤0.01% | 177 |
|
|
2025
Q1 | $12.3K | Sell |
119
-837
| -88% | -$86.6K | ﹤0.01% | 178 |
|
|
2024
Q4 | $96.2K | Sell |
956
-148
| -13% | -$14.9K | 0.03% | 83 |
|
|
2024
Q3 | $112K | Sell |
1,104
-578
| -34% | -$58.6K | 0.04% | 72 |
|
|
2024
Q2 | $167K | Sell |
1,682
-1,986
| -54% | -$198K | 0.07% | 59 |
|
|
2024
Q1 | $365K | Sell |
3,668
-25,422
| -87% | -$2.53M | 0.15% | 38 |
|
|
2023
Q4 | $2.87M | Sell |
29,090
-13,901
| -32% | -$1.37M | 1.26% | 17 |
|
|
2023
Q3 | $4.17M | Sell |
42,991
-332
| -0.8% | -$32.2K | 2.13% | 11 |
|
|
2023
Q2 | $4.23M | Buy |
43,323
+3,488
| +9% | +$340K | 2.26% | 12 |
|
|
2023
Q1 | $3.95M | Buy |
39,835
+3,683
| +10% | +$365K | 2.36% | 11 |
|
|
2022
Q4 | $3.51M | Sell |
36,152
-387
| -1% | -$37.5K | 2.39% | 12 |
|
|
2022
Q3 | $3.51M | Sell |
36,539
-1,070
| -3% | -$103K | 2.8% | 11 |
|
|
2022
Q2 | $3.82M | Buy |
37,609
+29
| +0.1% | +$2.94K | 2.95% | 11 |
|
|
2022
Q1 | $3.94M | Buy |
37,580
+1,312
| +4% | +$138K | 2.98% | 11 |
|
|
2021
Q4 | $3.84M | Buy |
+36,268
| New | +$3.84M | 2.94% | 11 |
|