Avior 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 | $251K | Buy |
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|
2025
Q1 | $232K | Buy |
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|
2024
Q4 | $185K | Buy |
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|
2024
Q3 | $179K | Buy |
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|
2024
Q2 | $174K | Sell |
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|
2024
Q1 | $175K | Buy |
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|
2023
Q4 | $167K | Sell |
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|
2023
Q3 | $177K | Buy |
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|
2023
Q2 | $102K | Buy |
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|
2023
Q1 | $49.6K | Sell |
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|
2022
Q4 | $50.6K | Buy |
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|
2022
Q3 | $39K | Buy |
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|
2022
Q2 | $26K | Buy |
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|
2022
Q1 | $26K | Sell |
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|
2021
Q4 | $61K | Sell |
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|
2021
Q3 | $180K | Sell |
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|
2021
Q2 | $195K | Sell |
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|
2021
Q1 | $262K | Buy |
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|
2020
Q4 | $12K | Hold |
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|
2020
Q3 | $12K | Buy |
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|
2020
Q2 | $11K | Hold |
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|
2020
Q1 | $10K | Sell |
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|
2019
Q4 | $20K | Buy |
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|
2019
Q3 | $20K | Buy |
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|
2019
Q2 | $20K | Buy |
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|
2019
Q1 | $19K | Hold |
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|
2018
Q4 | $19K | Buy |
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|
2018
Q3 | $12K | Buy |
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|
2018
Q2 | $12K | Buy |
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|
2018
Q1 | $4K | Hold |
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|
2017
Q4 | $4K | Hold |
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|
2017
Q3 | $4K | Hold |
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|
2017
Q2 | $4K | Hold |
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|
2017
Q1 | $4K | Hold |
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|
2016
Q4 | $4K | Hold |
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|
2016
Q3 | $4K | Buy |
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