Aquire Wealth Advisors’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 | – | Sell |
|
|||||
|
2025
Q1 | $681K | Sell |
|
|||||
|
2024
Q4 | $1.11M | Sell |
|
|||||
|
2024
Q3 | $1.22M | Buy |
|
|||||
|
2024
Q2 | $1.19M | Hold |
|
|||||
|
2024
Q1 | $1.19M | Buy |
|
|||||
|
2023
Q4 | $1.17M | Buy |
|
|||||
|
2023
Q3 | $1.12M | Hold |
|
|||||
|
2023
Q2 | $1.13M | Sell |
|
|||||
|
2023
Q1 | $1.19M | Buy |
|
|||||
|
2022
Q4 | $1.16M | Buy |
|
|||||
|
2022
Q3 | $1.15M | Buy |
|
|||||
|
2022
Q2 | $1.2M | Sell |
|
|||||
|
2022
Q1 | $1.29M | Hold |
|
|||||
|
2021
Q4 | $1.3M | Buy |
|