Morton Brown Family Wealth’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 | $12.3K | Hold |
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|
2025
Q2 | $12.2K | Hold |
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|
2025
Q1 | $12.3K | Sell |
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|
2024
Q4 | $96.2K | Sell |
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|
2024
Q3 | $112K | Sell |
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|
2024
Q2 | $167K | Sell |
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|
2024
Q1 | $365K | Sell |
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|
2023
Q4 | $2.87M | Sell |
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|
2023
Q3 | $4.17M | Sell |
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|
2023
Q2 | $4.23M | Buy |
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|
2023
Q1 | $3.95M | Buy |
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|
2022
Q4 | $3.51M | Sell |
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|
2022
Q3 | $3.51M | Sell |
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|
2022
Q2 | $3.81M | Buy |
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|
2022
Q1 | $3.94M | Buy |
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|
2021
Q4 | $3.84M | Buy |
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