EP Wealth 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
Q2 | $1.01M | Buy |
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|
2025
Q1 | $583K | Sell |
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|
2024
Q4 | $955K | Sell |
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|
2024
Q3 | $1.02M | Sell |
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|
2024
Q2 | $1.31M | Buy |
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|
2024
Q1 | $1.1M | Sell |
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|
2023
Q4 | $1.21M | Buy |
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|
2023
Q3 | $1.18M | Sell |
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|
2023
Q2 | $1.08M | Buy |
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|
2023
Q1 | $0 | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $110K | Buy |
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