Lodestone Wealth Management’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 | $515K | Sell |
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2025
Q2 | $520K | Sell |
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2025
Q1 | $529K | Sell |
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|
2024
Q4 | $516K | Sell |
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2024
Q3 | $529K | Sell |
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|
2024
Q2 | $526K | Sell |
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|
2024
Q1 | $530K | Sell |
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|
2023
Q4 | $540K | Sell |
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|
2023
Q3 | $608K | Sell |
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|
2023
Q2 | $619K | Buy |
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|
2023
Q1 | $621K | Buy |
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|
2022
Q4 | $591K | Buy |
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