Accurate Wealth Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $257K | Buy |
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|
2025
Q2 | $249K | Sell |
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|
2025
Q1 | $251K | Buy |
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|
2024
Q4 | $243K | Hold |
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|
2024
Q3 | $244K | Hold |
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|
2024
Q2 | $240K | Hold |
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|
2024
Q1 | $239K | Sell |
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|
2023
Q4 | $248K | Hold |
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|
2023
Q3 | $243K | Sell |
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|
2023
Q2 | $323K | Sell |
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|
2023
Q1 | $398K | Sell |
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|
2022
Q4 | $670K | Buy |
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|
2022
Q3 | $209K | Sell |
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|
2022
Q2 | $366K | Buy |
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