Cyndeo Wealth Partners’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 | $472K | Buy |
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|
2025
Q2 | $469K | Sell |
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|
2025
Q1 | $517K | Sell |
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|
2024
Q4 | $577K | Sell |
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|
2024
Q3 | $647K | Sell |
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|
2024
Q2 | $16.1M | Buy |
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|
2024
Q1 | $15.5M | Buy |
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|
2023
Q4 | $15.3M | Buy |
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|
2023
Q3 | $15M | Buy |
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|
2023
Q2 | $14.8M | Buy |
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|
2023
Q1 | $14.9M | Buy |
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|
2022
Q4 | $7.41M | Buy |
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