ML&R 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
2024
Q1
Sell
2023
Q4
$261K Buy
2023
Q2
Sell
2023
Q1
$201K Buy
2022
Q4
Sell
2022
Q3
$729K Sell
2022
Q2
$805K Buy
2022
Q1
$812K Buy
2021
Q4
$796K Buy