OneDigital Investment 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 | $19.1M | Buy |
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2025
Q2 | $18.5M | Buy |
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|
2025
Q1 | $1.13M | Sell |
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|
2024
Q4 | $1.64M | Sell |
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|
2024
Q3 | $2.27M | Sell |
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|
2024
Q2 | $2.77M | Buy |
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|
2024
Q1 | $2.22M | Sell |
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|
2023
Q4 | $2.27M | Buy |
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|
2023
Q3 | $456K | Buy |
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|
2023
Q2 | $276K | Sell |
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|
2023
Q1 | $336K | Buy |
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|
2022
Q4 | $294K | Sell |
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|
2022
Q3 | $430K | Sell |
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|
2022
Q2 | $579K | Sell |
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|
2022
Q1 | $624K | Buy |
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|
2021
Q4 | $565K | Buy |
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|
2021
Q3 | $417K | Buy |
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|
2021
Q2 | $211K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $153K | Hold |
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|
2018
Q2 | $155K | Hold |
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|
2018
Q1 | $155K | Buy |
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|
2017
Q4 | $25K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $25K | Buy |
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