LWM Advisory 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
Q2 | $568K | Sell |
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|
2025
Q1 | $571K | Buy |
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|
2024
Q4 | $553K | Buy |
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|
2024
Q3 | $470K | Sell |
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|
2024
Q2 | $474K | Buy |
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|
2024
Q1 | $413K | Buy |
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|
2023
Q4 | $365K | Buy |
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|
2023
Q3 | $38.6K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $421K | Buy |
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|
2022
Q4 | $257K | Buy |
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|
2022
Q3 | $209K | Sell |
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|
2022
Q2 | $484K | Buy |
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