WKWM
Walter & Keenan 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 | $483K | Sell |
4,692
-992
| -17% | -$102K | 0.14% | 110 |
|
|
2025
Q1 | $588K | Buy |
5,684
+1
| +0% | +$103 | 0.18% | 98 |
|
|
2024
Q4 | $572K | Sell |
5,683
-424
| -7% | -$42.7K | 0.17% | 100 |
|
|
2024
Q3 | $619K | Sell |
6,107
-18
| -0.3% | -$1.82K | 0.19% | 97 |
|
|
2024
Q2 | $609K | Buy |
6,125
+25
| +0.4% | +$2.49K | 0.19% | 94 |
|
|
2024
Q1 | $607K | Sell |
6,100
-500
| -8% | -$49.7K | 0.2% | 96 |
|
|
2023
Q4 | $651K | Sell |
6,600
-350
| -5% | -$34.5K | 0.23% | 86 |
|
|
2023
Q3 | $674K | Sell |
6,950
-7,700
| -53% | -$746K | 0.26% | 84 |
|
|
2023
Q2 | $1.43M | Buy |
14,650
+420
| +3% | +$41K | 0.53% | 54 |
|
|
2023
Q1 | $1.41M | Buy |
14,230
+1,480
| +12% | +$147K | 0.54% | 52 |
|
|
2022
Q4 | $1.24M | Buy |
12,750
+10,525
| +473% | +$1.02M | 0.49% | 54 |
|
|
2022
Q3 | $214K | Buy |
+2,225
| New | +$214K | 0.09% | 133 |
|