RWM
Ruedi 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 | – | Sell |
-67
| Closed | -$6.93K | – | 282 |
|
|
2025
Q1 | $6.93K | Buy |
67
+1
| +2% | +$103 | ﹤0.01% | 194 |
|
|
2024
Q4 | $6.6K | Buy |
66
+3
| +5% | +$300 | ﹤0.01% | 192 |
|
|
2024
Q3 | $6.37K | Buy |
63
+12
| +24% | +$1.21K | ﹤0.01% | 197 |
|
|
2024
Q2 | $5.06K | Buy |
51
+8
| +19% | +$794 | ﹤0.01% | 250 |
|
|
2024
Q1 | $4.29K | Buy |
43
+3
| +8% | +$300 | ﹤0.01% | 209 |
|
|
2023
Q4 | $3.98K | Buy |
40
+4
| +11% | +$398 | ﹤0.01% | 184 |
|
|
2023
Q3 | $3.48K | Buy |
36
+10
| +38% | +$966 | ﹤0.01% | 168 |
|
|
2023
Q2 | $2.58K | Buy |
26
+4
| +18% | +$397 | ﹤0.01% | 183 |
|
|
2023
Q1 | $2.22K | Buy |
22
+21
| +2,100% | +$2.12K | ﹤0.01% | 219 |
|
|
2022
Q4 | $1.61K | Buy |
+1
| New | +$1.61K | ﹤0.01% | 212 |
|