EverSource Wealth Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.9K | Buy |
436
+123
| +39% | +$12.7K | ﹤0.01% | 1687 |
|
|
2025
Q1 | $32.4K | Sell |
313
-1,544
| -83% | -$160K | ﹤0.01% | 1441 |
|
|
2024
Q4 | $187K | Sell |
1,857
-194
| -9% | -$19.5K | 0.01% | 679 |
|
|
2024
Q3 | $208K | Buy |
2,051
+1,110
| +118% | +$112K | 0.01% | 544 |
|
|
2024
Q2 | $94K | Sell |
941
-13
| -1% | -$1.3K | 0.01% | 823 |
|
|
2024
Q1 | $94.6K | Sell |
954
-80
| -8% | -$7.93K | 0.01% | 729 |
|
|
2023
Q4 | $102K | Sell |
1,034
-260
| -20% | -$25.6K | 0.01% | 633 |
|
|
2023
Q3 | $125K | Sell |
1,294
-324
| -20% | -$31.4K | 0.01% | 499 |
|
|
2023
Q2 | $158K | Buy |
1,618
+843
| +109% | +$82.3K | 0.02% | 451 |
|
|
2023
Q1 | $76.9K | Sell |
775
-51
| -6% | -$5.06K | 0.01% | 635 |
|
|
2022
Q4 | $80.1K | Sell |
826
-346
| -30% | -$33.5K | 0.01% | 582 |
|
|
2022
Q3 | $113K | Sell |
1,172
-65
| -5% | -$6.27K | 0.03% | 400 |
|
|
2022
Q2 | $125K | Buy |
1,237
+488
| +65% | +$49.3K | 0.03% | 327 |
|
|
2022
Q1 | $79K | Buy |
+749
| New | +$79K | 0.02% | 385 |
|