WOSD
WFA of San Diego’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 | $51.5K | Buy |
+500
| New | +$51.5K | 0.04% | 196 |
|
|
2024
Q3 | $52.7K | Buy |
520
+50
| +11% | +$5.07K | 0.04% | 179 |
|
|
2024
Q2 | $46.8K | Buy |
+470
| New | +$46.8K | 0.04% | 183 |
|
|
2023
Q3 | $35.9K | Hold |
370
| – | – | 0.04% | 196 |
|
|
2023
Q2 | $36.1K | Buy |
+370
| New | +$36.1K | 0.04% | 197 |
|