WFWM
Wechter Feldman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $13.3M | Buy |
125,121
+4,696
| +4% | +$499K | 9.31% | 5 |
|
|
2021
Q1 | $12.7M | Buy |
120,425
+15,484
| +15% | +$1.64M | 9.39% | 5 |
|
|
2020
Q4 | $11M | Sell |
104,941
-964
| -0.9% | -$101K | 8.11% | 6 |
|
|
2020
Q3 | $11M | Sell |
105,905
-5,654
| -5% | -$588K | 8.65% | 6 |
|
|
2020
Q2 | $11.4M | Sell |
111,559
-299
| -0.3% | -$30.6K | 10.36% | 5 |
|
|
2020
Q1 | $11.2M | Buy |
111,858
+5,365
| +5% | +$536K | 27.29% | 1 |
|
|
2019
Q4 | $10.7M | Sell |
106,493
-1,018
| -0.9% | -$103K | 7.15% | 6 |
|
|
2019
Q3 | $10.8M | Buy |
107,511
+1,862
| +2% | +$187K | 6.79% | 7 |
|
|
2019
Q2 | $10.6M | Sell |
105,649
-1,389
| -1% | -$140K | 7.04% | 7 |
|
|
2019
Q1 | $10.7M | Buy |
107,038
+2,125
| +2% | +$212K | 6.97% | 7 |
|
|
2018
Q4 | $10.3M | Buy |
104,913
+11,562
| +12% | +$1.13M | 9.9% | 4 |
|
|
2018
Q3 | $9.22M | Buy |
93,351
+9,818
| +12% | +$970K | 5.64% | 9 |
|
|
2018
Q2 | $8.33M | Buy |
83,533
+56,539
| +209% | +$5.64M | 5.73% | 10 |
|
|
2018
Q1 | $2.7M | Sell |
26,994
-131
| -0.5% | -$13.1K | 1.91% | 14 |
|
|
2017
Q4 | $2.71M | Buy |
+27,125
| New | +$2.71M | 1.89% | 14 |
|