Kohmann Bosshard Financial Services’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 | $372K | Hold |
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|
2025
Q2 | $370K | Sell |
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|
2025
Q1 | $372K | Buy |
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|
2024
Q4 | $362K | Hold |
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|
2024
Q3 | $365K | Hold |
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|
2024
Q2 | $358K | Sell |
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|
2024
Q1 | $422K | Sell |
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|
2023
Q4 | $781K | Sell |
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|
2023
Q3 | $773K | Sell |
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|
2023
Q2 | $992K | Sell |
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|
2023
Q1 | $1.21M | Sell |
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|
2022
Q4 | $1.2M | Buy |
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|
2022
Q3 | $1.11M | Buy |
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|
2022
Q2 | $688K | Buy |
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|
2022
Q1 | $712K | Buy |
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|
2021
Q4 | $689K | Buy |
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|
2021
Q3 | $672K | Hold |
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|
2021
Q2 | $676K | Sell |
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|
2021
Q1 | $705K | Hold |
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|
2020
Q4 | $696K | Sell |
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|
2020
Q3 | $710K | Sell |
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|
2020
Q2 | $712K | Buy |
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|
2020
Q1 | $689K | Sell |
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|
2019
Q4 | $701K | Sell |
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|
2019
Q3 | $698K | Buy |
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|
2019
Q2 | $696K | Buy |
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|
2019
Q1 | $689K | Hold |
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|
2018
Q4 | $678K | Buy |
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