Lutz 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 | $7.89M | Buy |
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2025
Q2 | $7.18M | Buy |
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2025
Q1 | $6.77M | Buy |
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|
2024
Q4 | $5.98M | Buy |
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|
2024
Q3 | $5.48M | Buy |
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|
2024
Q2 | $4.17M | Buy |
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|
2024
Q1 | $3.16M | Buy |
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|
2023
Q4 | $2.49M | Buy |
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|
2023
Q3 | $763K | Buy |
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|
2023
Q2 | $227K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $997K | Buy |
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|
2019
Q3 | $992K | Sell |
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|
2019
Q2 | $1.04M | Buy |
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|
2019
Q1 | $363K | Sell |
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|
2018
Q4 | $763K | Buy |
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