Brandywine Oak Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $857K | Sell |
|
|||||
|
2023
Q2 | $25.5M | Buy |
|
|||||
|
2023
Q1 | $25M | Sell |
|
|||||
|
2022
Q4 | $24.5M | Sell |
|
|||||
|
2022
Q3 | $39.6M | Sell |
|
|||||
|
2022
Q2 | $42.1M | Sell |
|
|||||
|
2022
Q1 | $46.6M | Sell |
|
|||||
|
2021
Q4 | $49.4M | Buy |
|
|||||
|
2021
Q3 | $48M | Buy |
|
|||||
|
2021
Q2 | $47.4M | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $21.7M | Sell |
|
|||||
|
2019
Q4 | $24.9M | Buy |
|