TCM
Tradewinds Capital 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 | $281K | Hold |
2,735
| – | – | 0.07% | 84 |
|
2025
Q1 | $283K | Hold |
2,735
| – | – | 0.08% | 80 |
|
2024
Q4 | $275K | Hold |
2,735
| – | – | 0.07% | 92 |
|
2024
Q3 | $277K | Hold |
2,735
| – | – | 0.07% | 71 |
|
2024
Q2 | $272K | Hold |
2,735
| – | – | 0.08% | 69 |
|
2024
Q1 | $272K | Hold |
2,735
| – | – | 0.08% | 65 |
|
2023
Q4 | $270K | Sell |
2,735
-2,265
| -45% | -$223K | 0.11% | 43 |
|
2023
Q3 | $485K | Sell |
5,000
-22,614
| -82% | -$2.19M | 0.17% | 33 |
|
2023
Q2 | $2.7M | Hold |
27,614
| – | – | 0.84% | 17 |
|
2023
Q1 | $2.74M | Hold |
27,614
| – | – | 0.86% | 14 |
|
2022
Q4 | $2.68M | Hold |
27,614
| – | – | 1.25% | 10 |
|
2022
Q3 | $2.65M | Buy |
+27,614
| New | +$2.65M | 1.09% | 13 |
|