WP
Wealthspan Partners’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 | $650K | Buy |
6,314
+752
| +14% | +$77.4K | 0.27% | 54 |
|
|
2025
Q1 | $575K | Sell |
5,562
-25
| -0.4% | -$2.59K | 0.27% | 61 |
|
|
2024
Q4 | $562K | Sell |
5,587
-237
| -4% | -$23.8K | 0.27% | 60 |
|
|
2024
Q3 | $590K | Buy |
5,824
+1
| +0% | +$101 | 0.29% | 58 |
|
|
2024
Q2 | $579K | Sell |
5,823
-762
| -12% | -$75.8K | 0.32% | 53 |
|
|
2024
Q1 | $655K | Sell |
6,585
-277
| -4% | -$27.5K | 0.39% | 48 |
|
|
2023
Q4 | $677K | Sell |
6,862
-888
| -11% | -$87.6K | 0.47% | 34 |
|
|
2023
Q3 | $751K | Sell |
7,750
-679
| -8% | -$65.8K | 0.59% | 32 |
|
|
2023
Q2 | $823K | Buy |
8,429
+1
| +0% | +$98 | 0.65% | 30 |
|
|
2023
Q1 | $836K | Sell |
8,428
-467
| -5% | -$46.3K | 0.71% | 25 |
|
|
2022
Q4 | $862K | Buy |
8,895
+257
| +3% | +$24.9K | 0.78% | 24 |
|
|
2022
Q3 | $830K | Sell |
8,638
-4,032
| -32% | -$387K | 0.86% | 23 |
|
|
2022
Q2 | $1.29M | Buy |
12,670
+3,611
| +40% | +$366K | 1.33% | 16 |
|
|
2022
Q1 | $951K | Buy |
+9,059
| New | +$951K | 0.86% | 21 |
|