Heartwood Wealth 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 | $4.24K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $13.8M | Buy |
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2023
Q2 | $13.7M | Buy |
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2023
Q1 | $13.7M | Buy |
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|
2022
Q4 | $13M | Sell |
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|
2022
Q3 | $13.4M | Buy |
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|
2022
Q2 | $14M | Buy |
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|
2022
Q1 | $14.3M | Buy |
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|
2021
Q4 | $13.1M | Sell |
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|
2021
Q3 | $13.2M | Buy |
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|
2021
Q2 | $12.9M | Buy |
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|
2021
Q1 | $12.6M | Buy |
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|
2020
Q4 | $6.19M | Buy |
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|
2020
Q3 | $5.97M | Sell |
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|
2020
Q2 | $5.87M | Buy |
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|
2020
Q1 | $5.53M | Buy |
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|
2019
Q4 | $5.5M | Buy |
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