TWM
TSA 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 | $207K | Buy |
+2,009
| New | +$207K | 0.08% | 82 |
|
|
2025
Q1 | – | Sell |
-3,830
| Closed | -$385K | – | 75 |
|
|
2024
Q4 | $385K | Sell |
3,830
-160
| -4% | -$16.1K | 0.16% | 48 |
|
|
2024
Q3 | $404K | Sell |
3,990
-2,515
| -39% | -$255K | 0.16% | 44 |
|
|
2024
Q2 | $647K | Buy |
6,505
+121
| +2% | +$12K | 0.28% | 39 |
|
|
2024
Q1 | $635K | Sell |
6,384
-409
| -6% | -$40.7K | 0.28% | 36 |
|
|
2023
Q4 | $670K | Buy |
+6,793
| New | +$670K | 0.31% | 33 |
|