WMS
Wealth Management Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,867
| Closed | -$280K | – | 85 |
|
|
2023
Q2 | $280K | Buy |
2,867
+263
| +10% | +$25.7K | 0.18% | 68 |
|
|
2023
Q1 | $258K | Buy |
+2,604
| New | +$258K | 0.15% | 72 |
|
|
2022
Q4 | – | Sell |
-2,573
| Closed | -$247K | – | 96 |
|
|
2022
Q3 | $247K | Buy |
2,573
+10
| +0.4% | +$960 | 0.14% | 67 |
|
|
2022
Q2 | $260K | Buy |
2,563
+7
| +0.3% | +$710 | 0.15% | 71 |
|
|
2022
Q1 | $268K | Sell |
2,556
-18
| -0.7% | -$1.89K | 0.14% | 90 |
|
|
2021
Q4 | $273K | Buy |
+2,574
| New | +$273K | 0.14% | 96 |
|