Heritage Wealth Management (Arizona)’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio STIP Stock Details STIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$417K	Sell
2024 Q1	$631K	Sell
2023 Q4	$1.02M	Buy
2022 Q4	$1.93M	Buy
2022 Q3	$576K	Buy
2022 Q2	$326K	Buy
2022 Q1	$210K	Buy