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