Modera 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
Q2 | $209M | Buy |
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|
2025
Q1 | $203M | Buy |
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|
2024
Q4 | $191M | Buy |
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|
2024
Q3 | $184M | Buy |
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|
2024
Q2 | $170M | Buy |
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|
2024
Q1 | $159M | Buy |
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|
2023
Q4 | $121M | Buy |
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|
2023
Q3 | $711K | Sell |
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|
2023
Q2 | $726K | Buy |
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|
2023
Q1 | $532K | Sell |
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|
2022
Q4 | $751K | Buy |
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|
2022
Q3 | $637K | Buy |
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|
2022
Q2 | $660K | Hold |
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|
2022
Q1 | $683K | Sell |
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|
2021
Q4 | $893K | Sell |
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|
2021
Q3 | $1.9M | Buy |
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|
2021
Q2 | $1.74M | Buy |
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|
2021
Q1 | $678K | Sell |
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|
2020
Q4 | $822K | Buy |
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|
2020
Q3 | $665K | Sell |
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|
2020
Q2 | $764K | Sell |
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|
2020
Q1 | $2.49M | Sell |
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|
2019
Q4 | $119M | Buy |
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|
2019
Q3 | $117M | Buy |
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|
2019
Q2 | $114M | Buy |
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|
2019
Q1 | $111M | Buy |
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|
2018
Q4 | $102M | Sell |
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|
2018
Q3 | $123M | Sell |
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|
2018
Q2 | $126M | Sell |
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|
2018
Q1 | $129M | Buy |
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|
2017
Q4 | $86.9M | Sell |
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|
2017
Q3 | $88.1M | Buy |
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|
2017
Q2 | $84.8M | Buy |
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|
2017
Q1 | $80.7M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $206K | Sell |
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|
2015
Q2 | $514K | Sell |
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|
2015
Q1 | $1.17M | Sell |
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|
2014
Q4 | $7.45M | Buy |
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|
2014
Q3 | $2.39M | Sell |
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|
2014
Q2 | $6.54M | Sell |
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|
2014
Q1 | $52.7M | Sell |
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|
2013
Q4 | $52.9M | Sell |
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|
2013
Q3 | $56.6M | Buy |
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|
2013
Q2 | $50.8M | Buy |
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