Heck Capital 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 | $2.57M | Buy |
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2025
Q1 | $2.54M | Sell |
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|
2024
Q4 | $2.49M | Buy |
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|
2024
Q3 | $2.5M | Sell |
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|
2024
Q2 | $2.49M | Sell |
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|
2024
Q1 | $5.56M | Sell |
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|
2023
Q4 | $5.57M | Sell |
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|
2023
Q3 | $6.35M | Sell |
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|
2023
Q2 | $10.2M | Sell |
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|
2023
Q1 | $10.5M | Sell |
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|
2022
Q4 | $10.9M | Buy |
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|
2022
Q3 | $10.1M | Buy |
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|
2022
Q2 | $10.5M | Buy |
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|
2022
Q1 | $1.24M | Buy |
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|
2021
Q4 | $1.25M | Buy |
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|
2021
Q3 | $1.23M | Buy |
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|
2021
Q2 | $1.23M | Sell |
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|
2021
Q1 | $1.22M | Sell |
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|
2020
Q4 | $1.29M | Sell |
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|
2020
Q3 | $1.52M | Buy |
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|
2020
Q2 | $1.47M | Sell |
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|
2020
Q1 | $2.68M | Sell |
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|
2019
Q4 | $4.51M | Sell |
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|
2019
Q3 | $9.1M | Sell |
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|
2019
Q2 | $9.42M | Buy |
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|
2019
Q1 | $8.36M | Sell |
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|
2018
Q4 | $8.3M | Sell |
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|
2018
Q3 | $8.38M | Buy |
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|
2018
Q2 | $6.94M | Buy |
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|
2018
Q1 | $4.71M | Buy |
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