Mayflower Financial Advisors’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 | $645K | Buy |
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|
2025
Q2 | $596K | Buy |
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|
2025
Q1 | $411K | Buy |
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|
2024
Q4 | $297K | Sell |
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|
2024
Q3 | $309K | Sell |
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|
2024
Q2 | $306K | Buy |
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|
2024
Q1 | $304K | Sell |
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|
2023
Q4 | $309K | Sell |
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|
2023
Q3 | $510K | Buy |
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|
2023
Q2 | $287K | Hold |
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|
2023
Q1 | $292K | Sell |
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|
2022
Q4 | $302K | Sell |
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|
2022
Q3 | $384K | Buy |
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|
2022
Q2 | $310K | Hold |
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|
2022
Q1 | $320K | Hold |
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|
2021
Q4 | $323K | Hold |
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|
2021
Q3 | $323K | Sell |
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|
2021
Q2 | $327K | Hold |
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|
2021
Q1 | $325K | Hold |
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|
2020
Q4 | $321K | Buy |
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