OWM
Olympus 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,153
| Closed | -$212K | – | 22 |
|
|
2023
Q4 | $212K | Buy |
+2,153
| New | +$212K | 0.11% | 22 |
|
|
2023
Q1 | – | Sell |
-3,729
| Closed | -$362K | – | 14 |
|
|
2022
Q4 | $362K | Sell |
3,729
-3,891
| -51% | -$377K | 0.18% | 14 |
|
|
2022
Q3 | $732K | Buy |
+7,620
| New | +$732K | 0.32% | 14 |
|