WWM
Wiser 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-127,575
| Closed | -$12.4M | – | 37 |
|
|
2022
Q4 | $12.4M | Buy |
127,575
+2,258
| +2% | +$219K | 5.72% | 6 |
|
|
2022
Q3 | $12M | Buy |
125,317
+7,024
| +6% | +$675K | 6.29% | 6 |
|
|
2022
Q2 | $12M | Sell |
118,293
-4,365
| -4% | -$443K | 6.22% | 4 |
|
|
2022
Q1 | $12.9M | Buy |
122,658
+11,203
| +10% | +$1.18M | 5.94% | 7 |
|
|
2021
Q4 | $11.8M | Buy |
+111,455
| New | +$11.8M | 5.76% | 7 |
|