Fortis 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 | $2.62M | Buy |
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|
2025
Q1 | $2.59M | Buy |
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|
2024
Q4 | $2.52M | Buy |
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|
2024
Q3 | $2.52M | Buy |
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|
2024
Q2 | $2.46M | Buy |
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|
2024
Q1 | $2.42M | Buy |
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|
2023
Q4 | $1.41M | Buy |
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|
2023
Q3 | $582K | Buy |
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|
2023
Q2 | $580K | Buy |
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|
2023
Q1 | $583K | Hold |
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|
2022
Q4 | $570K | Buy |
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|
2022
Q3 | $563K | Buy |
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|
2022
Q2 | $579K | Buy |
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|
2022
Q1 | $585K | Buy |
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|
2021
Q4 | $587K | Buy |
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|
2021
Q3 | $580K | Buy |
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|
2021
Q2 | $572K | Buy |
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|
2021
Q1 | $563K | Hold |
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|
2020
Q4 | $556K | Buy |
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|
2020
Q3 | $549K | Hold |
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|
2020
Q2 | $540K | Buy |
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|
2020
Q1 | $525K | Buy |
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|
2019
Q4 | $529K | Buy |
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|
2019
Q3 | $523K | Buy |
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|
2019
Q2 | $521K | Buy |
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|
2019
Q1 | $512K | Hold |
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|
2018
Q4 | $504K | Buy |
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|
2018
Q3 | $506K | Buy |
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|
2018
Q2 | $505K | Buy |
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|
2018
Q1 | $503K | Buy |
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