Northwest 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
Q3 | $704K | Sell |
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|
2025
Q2 | $726K | Sell |
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|
2025
Q1 | $794K | Sell |
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|
2024
Q4 | $789K | Sell |
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|
2024
Q3 | $923K | Sell |
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|
2024
Q2 | $1.09M | Sell |
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|
2024
Q1 | $1.19M | Sell |
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|
2023
Q4 | $1.3M | Sell |
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|
2023
Q3 | $1.42M | Buy |
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|
2023
Q2 | $1.41M | Buy |
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|
2023
Q1 | $1.42M | Sell |
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|
2022
Q4 | $1.39M | Buy |
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|
2022
Q3 | $708K | Sell |
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|
2022
Q2 | $751K | Sell |
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|
2022
Q1 | $836K | Buy |
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|
2021
Q4 | $822K | Buy |
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|
2021
Q3 | $754K | Buy |
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|
2021
Q2 | $745K | Buy |
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|
2021
Q1 | $671K | Buy |
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|
2020
Q4 | $655K | Buy |
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|
2020
Q3 | $619K | Buy |
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|
2020
Q2 | $513K | Sell |
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|
2020
Q1 | $660K | Sell |
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|
2019
Q4 | $776K | Sell |
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|
2019
Q3 | $1M | Sell |
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|
2019
Q2 | $1.08M | Sell |
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|
2019
Q1 | $1.07M | Buy |
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|
2018
Q4 | $944K | Buy |
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|
2018
Q3 | $801K | Buy |
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|
2018
Q2 | $719K | Buy |
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|
2018
Q1 | $461K | Buy |
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|
2017
Q4 | $335K | Buy |
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