Beam 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
2021
Q4
Sell
2021
Q3
$1.56M Buy
2021
Q2
$1.56M Buy
2021
Q1
$1.29M Buy
2020
Q2
Sell
2020
Q1
$434K Sell
2019
Q4
$450K Buy