Alpha Omega 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
Q2 | $2.51M | Sell |
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|
2025
Q1 | $2.55M | Sell |
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|
2024
Q4 | $2.49M | Sell |
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|
2024
Q3 | $2.51M | Sell |
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|
2024
Q2 | $2.56M | Sell |
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|
2024
Q1 | $2.56M | Buy |
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|
2023
Q4 | $2.49M | Buy |
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|
2023
Q3 | $2.31M | Buy |
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|
2023
Q2 | $2.17M | Buy |
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|
2023
Q1 | $2.11M | Sell |
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|
2022
Q4 | $2.33M | Sell |
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|
2022
Q3 | $2.72M | Buy |
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|
2022
Q2 | $1.07M | Buy |
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|
2022
Q1 | $959K | Buy |
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|
2021
Q4 | $898K | Buy |
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|
2021
Q3 | $894K | Sell |
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|
2021
Q2 | $904K | Buy |
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|
2021
Q1 | $878K | Sell |
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|
2020
Q4 | $908K | Buy |
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|
2020
Q3 | $567K | Hold |
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|
2020
Q2 | $558K | Buy |
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|
2020
Q1 | $256K | Buy |
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