WCM
Wealthcare Capital 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 | $82.7M | Buy |
804,088
+28,952
| +4% | +$2.98M | 8.75% | 3 |
|
|
2025
Q1 | $80.2M | Buy |
775,136
+2,080
| +0.3% | +$215K | 8.13% | 4 |
|
|
2024
Q4 | $77.8M | Buy |
773,056
+44,924
| +6% | +$4.52M | 7.83% | 4 |
|
|
2024
Q3 | $73.8M | Buy |
728,132
+5,216
| +0.7% | +$528K | 7.4% | 4 |
|
|
2024
Q2 | $71.9M | Buy |
722,916
+57,097
| +9% | +$5.68M | 7.63% | 4 |
|
|
2024
Q1 | $66.2M | Buy |
665,819
+600,881
| +925% | +$59.7M | 7.35% | 4 |
|
|
2023
Q4 | $6.4M | Sell |
64,938
-3,322
| -5% | -$328K | 0.73% | 9 |
|
|
2023
Q3 | $6.62M | Buy |
68,260
+9,546
| +16% | +$925K | 0.81% | 9 |
|
|
2023
Q2 | $5.73M | Buy |
58,714
+28,672
| +95% | +$2.8M | 0.67% | 9 |
|
|
2023
Q1 | $2.98M | Buy |
30,042
+10,042
| +50% | +$996K | 0.36% | 11 |
|
|
2022
Q4 | $1.94M | Buy |
+20,000
| New | +$1.94M | 0.25% | 17 |
|