Comprehensive 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
2024
Q1
Sell
2023
Q4
$9.94M Sell
2023
Q3
$9.99M Sell
2023
Q2
$10.2M Sell
2023
Q1
$10.5M Buy
2022
Q4
$9.81M Buy
2022
Q3
$5.73M Buy