OWA
One Wealth Advisors’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 | $2.21M | Buy |
21,508
+13,965
| +185% | +$1.44M | 0.31% | 63 |
|
|
2025
Q1 | $780K | Buy |
+7,543
| New | +$780K | 0.12% | 108 |
|
|
2023
Q1 | – | Sell |
-1,486
| Closed | -$144K | – | 547 |
|
|
2022
Q4 | $144K | Sell |
1,486
-4,204
| -74% | -$408K | 0.03% | 240 |
|
|
2022
Q3 | $547K | Buy |
+5,690
| New | +$547K | 0.18% | 73 |
|