PWG
Portside Wealth Group’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 | $3.75M | Buy |
36,395
+1,212
| +3% | +$125K | 0.55% | 47 |
|
|
2025
Q1 | $3.64M | Buy |
35,183
+2,188
| +7% | +$226K | 0.59% | 47 |
|
|
2024
Q4 | $3.32M | Buy |
32,995
+16,740
| +103% | +$1.68M | 0.55% | 47 |
|
|
2024
Q3 | $1.65M | Sell |
16,255
-2,035
| -11% | -$206K | 0.28% | 87 |
|
|
2024
Q2 | $1.82M | Sell |
18,290
-3,942
| -18% | -$392K | 0.35% | 76 |
|
|
2024
Q1 | $2.21M | Sell |
22,232
-9,950
| -31% | -$989K | 0.41% | 69 |
|
|
2023
Q4 | $3.17M | Sell |
32,182
-5,598
| -15% | -$552K | 0.59% | 43 |
|
|
2023
Q3 | $3.66M | Sell |
37,780
-28,335
| -43% | -$2.75M | 0.69% | 38 |
|
|
2023
Q2 | $6.45M | Buy |
+66,115
| New | +$6.45M | 1.2% | 16 |
|