WFS
Walker Financial Services’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 | $17.3M | Buy |
168,147
+11,507
| +7% | +$1.18M | 7.87% | 5 |
|
|
2025
Q1 | $16.2M | Buy |
156,640
+16,107
| +11% | +$1.67M | 8.49% | 5 |
|
|
2024
Q4 | $14.1M | Buy |
140,533
+39,770
| +39% | +$4M | 8.22% | 5 |
|
|
2024
Q3 | $10.2M | Buy |
100,763
+7,472
| +8% | +$757K | 6.9% | 5 |
|
|
2024
Q2 | $9.28M | Sell |
93,291
-9,492
| -9% | -$944K | 7.26% | 5 |
|
|
2024
Q1 | $10.2M | Sell |
102,783
-65,723
| -39% | -$6.53M | 8.4% | 5 |
|
|
2023
Q4 | $16.6M | Sell |
168,506
-35,032
| -17% | -$3.45M | 17.18% | 3 |
|
|
2023
Q3 | $19.7M | Buy |
203,538
+3,665
| +2% | +$355K | 19.17% | 3 |
|
|
2023
Q2 | $19.5M | Buy |
199,873
+12,697
| +7% | +$1.24M | 19.27% | 3 |
|
|
2023
Q1 | $18.6M | Hold |
187,176
| – | – | 19.14% | 3 |
|
|
2022
Q4 | $18.6M | Buy |
187,176
+12,769
| +7% | +$1.27M | 19.14% | 3 |
|
|
2022
Q3 | $16.8M | Buy |
174,407
+148,601
| +576% | +$14.3M | 15.66% | 4 |
|
|
2022
Q2 | $2.62M | Buy |
+25,806
| New | +$2.62M | 2.55% | 9 |
|