Avidian Wealth Enterprises’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 | $453K | Sell |
|
|||||
|
2025
Q2 | $458K | Buy |
|
|||||
|
2025
Q1 | $344K | Buy |
|
|||||
|
2024
Q4 | $332K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $624K | Sell |
|
|||||
|
2023
Q3 | $779K | Sell |
|
|||||
|
2023
Q2 | $840K | Sell |
|
|||||
|
2023
Q1 | $937K | Sell |
|
|||||
|
2022
Q4 | $20.3M | Sell |
|
|||||
|
2022
Q3 | $20.8M | Buy |
|
|||||
|
2022
Q2 | $2.17M | Buy |
|
|||||
|
2022
Q1 | $346K | Buy |
|
|||||
|
2021
Q4 | $234K | Buy |
|
|||||
|
2020
Q4 | – | Sell |
|
|||||
|
2020
Q3 | $3.57M | Sell |
|
|||||
|
2020
Q2 | $5.52M | Sell |
|
|||||
|
2020
Q1 | $6.12M | Sell |
|
|||||
|
2019
Q4 | $6.57M | Sell |
|
|||||
|
2019
Q3 | $6.7M | Buy |
|
|||||
|
2019
Q2 | $5.56M | Sell |
|
|||||
|
2019
Q1 | $5.57M | Buy |
|