RWM
Ritholtz 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208M | Buy |
2,024,720
+247,269
| +14% | +$25.4M | 4.6% | 4 |
|
|
2025
Q1 | $184M | Buy |
1,777,451
+205,304
| +13% | +$21.2M | 5.49% | 3 |
|
|
2024
Q4 | $158M | Buy |
1,572,147
+59,199
| +4% | +$5.96M | 4.65% | 4 |
|
|
2024
Q3 | $153M | Buy |
1,512,948
+84,443
| +6% | +$8.56M | 4.62% | 4 |
|
|
2024
Q2 | $142M | Buy |
1,428,505
+52,456
| +4% | +$5.22M | 4.69% | 4 |
|
|
2024
Q1 | $137M | Buy |
1,376,049
+116,986
| +9% | +$11.6M | 4.72% | 4 |
|
|
2023
Q4 | $124M | Buy |
1,259,063
+124,715
| +11% | +$12.3M | 4.82% | 4 |
|
|
2023
Q3 | $110M | Buy |
1,134,348
+79,638
| +8% | +$7.72M | 4.94% | 4 |
|
|
2023
Q2 | $103M | Buy |
1,054,710
+59,860
| +6% | +$5.84M | 4.63% | 4 |
|
|
2023
Q1 | $98.7M | Buy |
994,850
+374,951
| +60% | +$37.2M | 4.92% | 4 |
|
|
2022
Q4 | $60.1M | Buy |
619,899
+30,469
| +5% | +$2.95M | 3.36% | 4 |
|
|
2022
Q3 | $56.7M | Sell |
589,430
-15,959
| -3% | -$1.53M | 3.01% | 5 |
|
|
2022
Q2 | $61.4M | Buy |
+605,389
| New | +$61.4M | 3.87% | 4 |
|