ULWM
STIP icon

Upper Left Wealth Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Upper Left Wealth Management’s Portfolio STIP Stock Details STIP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,705
Closed -$269K – 62
2024
Q2 		$269K Sell
2,705
-22
-0.8% -$2.19K 0.24% 55
2024
Q1 		$271K Sell
2,727
-422
-13% -$42K 0.25% 55
2023
Q4 		$310K Buy
+3,149
New +$310K 0.3% 56