Fermata 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 | $1.96M | Buy |
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|
2025
Q2 | $1.87M | Buy |
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|
2025
Q1 | $1.68M | Buy |
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|
2024
Q4 | $1.48M | Sell |
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|
2024
Q3 | $1.55M | Sell |
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|
2024
Q2 | $1.61M | Sell |
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|
2024
Q1 | $1.81M | Sell |
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|
2023
Q4 | $1.87M | Buy |
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|
2023
Q3 | $1.75M | Buy |
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|
2023
Q2 | $1.38M | Sell |
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|
2023
Q1 | $1.43M | Sell |
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|
2022
Q4 | $1.95M | Sell |
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|
2022
Q3 | $2.65M | Sell |
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|
2022
Q2 | $2.81M | Buy |
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|
2022
Q1 | $1.18M | Sell |
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|
2021
Q4 | $1.32M | Buy |
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|
2021
Q3 | $910K | Buy |
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|
2021
Q2 | $802K | Buy |
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