Kelman-Lazarov Inc’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 | $27.4M | Buy |
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2025
Q1 | $27.3M | Buy |
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|
2024
Q4 | $25.5M | Buy |
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|
2024
Q3 | $24.9M | Buy |
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|
2024
Q2 | $23.7M | Buy |
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|
2024
Q1 | $22.7M | Buy |
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|
2023
Q4 | $21.7M | Sell |
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|
2023
Q3 | $22.3M | Buy |
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|
2023
Q2 | $22.3M | Buy |
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|
2023
Q1 | $21.8M | Buy |
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|
2022
Q4 | $21M | Sell |
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|
2022
Q3 | $24.3M | Buy |
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