EverSource 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
Q3 | $45.9K | Buy |
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2025
Q2 | $44.9K | Buy |
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|
2025
Q1 | $32.4K | Sell |
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|
2024
Q4 | $187K | Sell |
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|
2024
Q3 | $208K | Buy |
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|
2024
Q2 | $94K | Sell |
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|
2024
Q1 | $94.6K | Sell |
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|
2023
Q4 | $102K | Sell |
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|
2023
Q3 | $125K | Sell |
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|
2023
Q2 | $158K | Buy |
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|
2023
Q1 | $76.9K | Sell |
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|
2022
Q4 | $80.1K | Sell |
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|
2022
Q3 | $113K | Sell |
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|
2022
Q2 | $125K | Buy |
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|
2022
Q1 | $79K | Buy |
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