Obermeyer Wealth Partners’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 | $473K | Sell |
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|
2025
Q2 | $506K | Sell |
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2025
Q1 | $514K | Sell |
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|
2024
Q4 | $602K | Sell |
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|
2024
Q3 | $653K | Sell |
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|
2024
Q2 | $692K | Sell |
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|
2024
Q1 | $759K | Sell |
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|
2023
Q4 | $884K | Sell |
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|
2023
Q3 | $981K | Sell |
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|
2023
Q2 | $995K | Buy |
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|
2023
Q1 | $607K | Buy |
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|
2022
Q4 | $238K | Buy |
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|
2022
Q3 | $211K | Hold |
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|
2022
Q2 | $223K | Hold |
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|
2022
Q1 | $231K | Hold |
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|
2021
Q4 | $233K | Hold |
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|
2021
Q3 | $232K | Hold |
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|
2021
Q2 | $234K | Buy |
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