Henrickson Nauta 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 | $520K | Sell |
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|
2025
Q2 | $666K | Sell |
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2025
Q1 | $682K | Sell |
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|
2024
Q4 | $701K | Sell |
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|
2024
Q3 | $752K | Sell |
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|
2024
Q2 | $777K | Sell |
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|
2024
Q1 | $791K | Sell |
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|
2023
Q4 | $855K | Buy |
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|
2023
Q3 | $720K | Sell |
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|
2023
Q2 | $735K | Buy |
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|
2023
Q1 | $695K | Sell |
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|
2022
Q4 | $687K | Buy |
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|
2022
Q3 | $673K | Buy |
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|
2022
Q2 | $689K | Buy |
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|
2022
Q1 | $397K | Sell |
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|
2021
Q4 | $458K | Buy |
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