Geneos Wealth Management’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 | $469K | Buy |
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|
2025
Q2 | $443K | Sell |
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|
2025
Q1 | $1.38M | Buy |
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|
2024
Q4 | $253K | Sell |
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|
2024
Q3 | $415K | Buy |
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|
2024
Q2 | $250K | Buy |
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|
2024
Q1 | $233K | Sell |
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|
2023
Q4 | $747K | Sell |
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|
2023
Q3 | $1.18M | Sell |
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|
2023
Q2 | $1.45M | Buy |
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|
2023
Q1 | $1.28M | Buy |
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|
2022
Q4 | $1.22M | Buy |
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|
2022
Q3 | $850K | Buy |
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|
2022
Q2 | $618K | Buy |
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|
2022
Q1 | $407K | Sell |
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|
2021
Q4 | $474K | Buy |
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|
2021
Q3 | $447K | Buy |
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|
2021
Q2 | $310K | Buy |
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|
2021
Q1 | $256K | Buy |
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|
2020
Q4 | $26K | Hold |
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|
2020
Q3 | $26K | Hold |
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|
2020
Q2 | $25K | Sell |
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|
2020
Q1 | $49K | Sell |
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|
2019
Q4 | $551K | Buy |
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|
2019
Q3 | $26K | Buy |
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|
2019
Q2 | $25K | Sell |
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|
2019
Q1 | $6.7M | Buy |
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|
2018
Q4 | $75K | Buy |
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|
2018
Q3 | $64K | Hold |
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|
2018
Q2 | $64K | Buy |
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|
2018
Q1 | $25K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $74K | Buy |
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|
2017
Q2 | $49K | Buy |
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|
2017
Q1 | $25K | Buy |
|