Meridian 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 | $476K | Buy |
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|
2025
Q2 | $463K | Buy |
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|
2025
Q1 | $425K | Sell |
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|
2024
Q4 | $430K | Sell |
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|
2024
Q3 | $434K | Sell |
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|
2024
Q2 | $431K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $489K | Sell |
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|
2023
Q3 | $483K | Buy |
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|
2023
Q2 | $469K | Sell |
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|
2023
Q1 | $1.77M | Sell |
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|
2022
Q4 | $1.81M | Buy |
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|
2022
Q3 | $1.54M | Buy |
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|
2022
Q2 | $1.58M | Sell |
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|
2022
Q1 | $1.73M | Sell |
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|
2021
Q4 | $1.76M | Buy |
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|
2021
Q3 | $716K | Buy |
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|
2021
Q2 | $532K | Buy |
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|
2021
Q1 | $250K | Buy |
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