Modern 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
$63.2M Sell
2025
Q1
$64.5M Sell
2024
Q4
$64.2M Sell
2024
Q3
$107M Buy
2024
Q2
$103M Sell
2024
Q1
$108M Buy
2023
Q4
$104M Buy