Beaird Harris 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
Q3 | $269K | Sell |
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|
2025
Q2 | $305K | Hold |
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|
2025
Q1 | $307K | Hold |
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|
2024
Q4 | $298K | Sell |
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|
2024
Q3 | $304K | Buy |
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|
2024
Q2 | $290K | Sell |
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|
2024
Q1 | $299K | Buy |
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|
2023
Q4 | $294K | Buy |
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|
2023
Q3 | $251K | Buy |
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|
2023
Q2 | $237K | Buy |
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|
2023
Q1 | $168K | Buy |
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