Carson Wealth (CWM LLC)’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 | $5.56M | Sell |
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|
2025
Q2 | $5.54M | Buy |
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|
2025
Q1 | $1.49M | Sell |
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|
2024
Q4 | $2.51M | Buy |
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|
2024
Q3 | $1.82M | Sell |
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|
2024
Q2 | $2.11M | Sell |
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|
2024
Q1 | $2.5M | Sell |
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|
2023
Q4 | $4.26M | Sell |
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|
2023
Q3 | $5.72M | Buy |
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|
2023
Q2 | $2.09M | Buy |
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|
2023
Q1 | $1.48M | Sell |
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|
2022
Q4 | $5.92M | Sell |
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|
2022
Q3 | $7.27M | Buy |
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|
2022
Q2 | $2.01M | Sell |
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|
2022
Q1 | $3.54M | Buy |
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|
2021
Q4 | $3.4M | Buy |
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|
2021
Q2 | $1.46M | Hold |
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|
2021
Q1 | $1.46M | Hold |
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|
2020
Q4 | $1.46M | Hold |
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|
2020
Q3 | $1.46M | Hold |
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|
2020
Q2 | $1.46M | Hold |
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|
2020
Q1 | $1.46M | Hold |
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|
2019
Q4 | $1.46M | Hold |
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|
2019
Q3 | $1.46M | Hold |
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|
2019
Q2 | $1.46M | Hold |
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|
2019
Q1 | $1.46M | Sell |
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|
2018
Q4 | $13.9M | Buy |
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|
2018
Q3 | $1.13M | Buy |
|