WHCI
W.H. Cornerstone Investments’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 | $241K | Buy |
2,345
+302
| +15% | +$31.1K | 0.15% | 100 |
|
|
2025
Q1 | $211K | Buy |
2,043
+3
| +0.1% | +$310 | 0.15% | 109 |
|
|
2024
Q4 | $205K | Buy |
2,040
+13
| +0.6% | +$1.31K | 0.14% | 116 |
|
|
2024
Q3 | $205K | Buy |
+2,027
| New | +$205K | 0.14% | 119 |
|
|
2024
Q1 | – | Sell |
-2,657
| Closed | -$262K | – | 135 |
|
|
2023
Q4 | $262K | Buy |
2,657
+21
| +0.8% | +$2.07K | 0.21% | 106 |
|
|
2023
Q3 | $255K | Buy |
+2,636
| New | +$255K | 0.22% | 100 |
|