UWM
USAdvisors 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
Q1 | – | Sell |
-4,300
| Closed | -$432K | – | 150 |
|
|
2024
Q4 | $432K | Sell |
4,300
-19,069
| -82% | -$1.92M | 0.14% | 87 |
|
|
2024
Q3 | $2.37M | Sell |
23,369
-598
| -2% | -$60.6K | 0.83% | 35 |
|
|
2024
Q2 | $2.38M | Sell |
23,967
-549
| -2% | -$54.6K | 0.84% | 35 |
|
|
2024
Q1 | $2.44M | Sell |
24,516
-31,585
| -56% | -$3.14M | 0.92% | 36 |
|
|
2023
Q4 | $5.53M | Sell |
56,101
-7,865
| -12% | -$775K | 2.3% | 9 |
|
|
2023
Q3 | $6.2M | Buy |
63,966
+6,545
| +11% | +$634K | 2.77% | 8 |
|
|
2023
Q2 | $5.58M | Buy |
57,421
+21,648
| +61% | +$2.1M | 2.64% | 8 |
|
|
2023
Q1 | $3.55M | Sell |
35,773
-2,217
| -6% | -$220K | 1.69% | 21 |
|
|
2022
Q4 | $3.68M | Buy |
37,990
+5,098
| +15% | +$494K | 1.78% | 21 |
|
|
2022
Q3 | $3.16M | Buy |
32,892
+1,748
| +6% | +$168K | 1.62% | 23 |
|
|
2022
Q2 | $3.16M | Buy |
+31,144
| New | +$3.16M | 1.58% | 24 |
|
|
2021
Q3 | – | Sell |
-2,988
| Closed | -$317K | – | 114 |
|
|
2021
Q2 | $317K | Buy |
2,988
+988
| +49% | +$105K | 0.17% | 87 |
|
|
2021
Q1 | $211K | Buy |
+2,000
| New | +$211K | 0.1% | 103 |
|
|
2020
Q3 | – | Sell |
-2,719
| Closed | -$278K | – | 71 |
|
|
2020
Q2 | $278K | Sell |
2,719
-7,533
| -73% | -$770K | 0.15% | 63 |
|
|
2020
Q1 | $1.02M | Buy |
10,252
+8,160
| +390% | +$815K | 0.63% | 36 |
|
|
2019
Q4 | $210K | Buy |
+2,092
| New | +$210K | 0.11% | 83 |
|