FirstPurpose Wealth’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
2024
Q1
$524K Sell
2023
Q4
$529K Sell
2023
Q3
$521K Sell
2023
Q2
$770K Buy
2023
Q1
$778K Buy
2022
Q4
$641K Sell
2022
Q3
$765K Sell
2022
Q2
$815K Buy
2022
Q1
$429K Buy
2021
Q4
$352K Buy