Tower Wealth Partners’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-29,659
| Closed | -$3.01M | – | 83 |
|
|
2024
Q3 | $3.01M | Sell |
29,659
-443
| -1% | -$44.9K | 1.75% | 11 |
|
|
2024
Q2 | $2.99M | Sell |
30,102
-6,822
| -18% | -$679K | 1.85% | 11 |
|
|
2024
Q1 | $3.67M | Buy |
36,924
+903
| +3% | +$89.8K | 2.38% | 11 |
|
|
2023
Q4 | $3.55M | Buy |
36,021
+3,963
| +12% | +$391K | 2.51% | 11 |
|
|
2023
Q3 | $3.11M | Buy |
32,058
+662
| +2% | +$64.2K | 2.55% | 10 |
|
|
2023
Q2 | $3.06M | Sell |
31,396
-199
| -0.6% | -$19.4K | 2.46% | 10 |
|
|
2023
Q1 | $3.14M | Buy |
31,595
+25
| +0.1% | +$2.48K | 2.62% | 9 |
|
|
2022
Q4 | $3.06M | Buy |
31,570
+300
| +1% | +$29.1K | 2.67% | 9 |
|
|
2022
Q3 | $3.04M | Buy |
+31,270
| New | +$3.04M | 2.89% | 8 |
|