New England Private Wealth Advisors’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
$250K Buy
2015
Q1
Sell
2014
Q4
$6.2M Hold
2014
Q3
$6.29M Buy
2014
Q2
$6.38M Buy
2014
Q1
$6.29M Hold
2013
Q4
$6.28M Hold
2013
Q3
$6.29M Buy
2013
Q2
$6.26M Buy