Wealth Enhancement Advisory 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 | $25.3M | Buy |
246,903
+20,025
| +9% | +$2.05M | 0.04% | 364 |
|
|
2025
Q1 | $23.5M | Buy |
226,878
+12,766
| +6% | +$1.32M | 0.04% | 351 |
|
|
2024
Q4 | $21.5M | Sell |
214,112
-21,274
| -9% | -$2.14M | 0.04% | 359 |
|
|
2024
Q3 | $23.8M | Sell |
235,386
-31,805
| -12% | -$3.22M | 0.05% | 319 |
|
|
2024
Q2 | $26.6M | Sell |
267,191
-49,939
| -16% | -$4.97M | 0.06% | 283 |
|
|
2024
Q1 | $31.5M | Buy |
317,130
+201,979
| +175% | +$20.1M | 0.08% | 244 |
|
|
2023
Q4 | $11.4M | Buy |
115,151
+5,978
| +5% | +$589K | 0.03% | 400 |
|
|
2023
Q3 | $10.6M | Buy |
109,173
+103,509
| +1,827% | +$10M | 0.03% | 394 |
|
|
2023
Q2 | $553K | Sell |
5,664
-3,667
| -39% | -$358K | 0.01% | 337 |
|
|
2023
Q1 | $926K | Buy |
+9,331
| New | +$926K | 0.01% | 313 |
|