Clearstead 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $20.7K | Hold |
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|
2025
Q2 | $20.6K | Sell |
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|
2025
Q1 | $523K | Hold |
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|
2024
Q4 | $508K | Hold |
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|
2024
Q3 | $512K | Sell |
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|
2024
Q2 | $517K | Hold |
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|
2024
Q1 | $515K | Hold |
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|
2023
Q4 | $513K | Sell |
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|
2023
Q3 | $1.01M | Buy |
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|
2023
Q2 | $508K | Buy |
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|
2023
Q1 | $482K | Sell |
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|
2022
Q4 | $639K | Hold |
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|
2022
Q3 | $634K | Hold |
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|
2022
Q2 | $669K | Buy |
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|
2022
Q1 | $35K | Sell |
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|
2021
Q4 | $194K | Sell |
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|
2021
Q3 | $215K | Buy |
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|
2021
Q2 | $50K | Buy |
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