QWP
Quotient Wealth Partners’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 | $95.5M | Buy |
928,140
+23,856
| +3% | +$2.46M | 2.81% | 13 |
|
|
2025
Q1 | $93.6M | Buy |
904,284
+470,472
| +108% | +$48.7M | 2.99% | 12 |
|
|
2024
Q4 | $43.6M | Buy |
433,812
+12,447
| +3% | +$1.25M | 1.43% | 19 |
|
|
2024
Q3 | $42.7M | Buy |
421,365
+11,222
| +3% | +$1.14M | 1.4% | 19 |
|
|
2024
Q2 | $40.8M | Sell |
410,143
-18,906
| -4% | -$1.88M | 1.43% | 19 |
|
|
2024
Q1 | $42.7M | Buy |
429,049
+69,543
| +19% | +$6.91M | 1.52% | 18 |
|
|
2023
Q4 | $35.4M | Buy |
+359,506
| New | +$35.4M | 1.37% | 20 |
|