Arete 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 | $2.28M | Buy |
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2025
Q1 | $2.02M | Sell |
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|
2024
Q4 | $2.09M | Buy |
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|
2024
Q3 | $804K | Sell |
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|
2024
Q2 | $929K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $841K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $227K | Buy |
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|
2022
Q1 | $228K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $255K | Buy |
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