TDWM
Topel & Distasi 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 | $397K | Hold |
3,862
| – | – | 0.21% | 49 |
|
|
2025
Q1 | $400K | Sell |
3,862
-2,591
| -40% | -$268K | 0.19% | 61 |
|
|
2024
Q4 | $649K | Hold |
6,453
| – | – | 0.28% | 56 |
|
|
2024
Q3 | $654K | Hold |
6,453
| – | – | 0.27% | 56 |
|
|
2024
Q2 | $642K | Hold |
6,453
| – | – | 0.28% | 54 |
|
|
2024
Q1 | $642K | Hold |
6,453
| – | – | 0.28% | 54 |
|
|
2023
Q4 | $636K | Hold |
6,453
| – | – | 0.3% | 52 |
|
|
2023
Q3 | $625K | Hold |
6,453
| – | – | 0.33% | 52 |
|
|
2023
Q2 | $630K | Hold |
6,453
| – | – | 0.32% | 51 |
|
|
2023
Q1 | $640K | Hold |
6,453
| – | – | 0.33% | 50 |
|
|
2022
Q4 | $626K | Hold |
6,453
| – | – | 0.35% | 49 |
|
|
2022
Q3 | $627K | Hold |
6,453
| – | – | 0.35% | 52 |
|
|
2022
Q2 | $655K | Hold |
6,453
| – | – | 0.38% | 51 |
|
|
2022
Q1 | $677K | Hold |
6,453
| – | – | 0.28% | 59 |
|
|
2021
Q4 | $683K | Buy |
+6,453
| New | +$683K | 0.28% | 58 |
|