Pasadena Private 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
2022
Q4
Sell
2022
Q3
$3.15M Sell
2022
Q2
$4.71M Sell
2022
Q1
$9.36M Buy
2021
Q4
$8.21M Buy
2020
Q4
Sell
2020
Q3
$6.8M Buy
2020
Q2
$5.98M Sell
2020
Q1
$8.44M Sell
2019
Q4
$10.9M Sell
2019
Q3
$10.9M Buy
2019
Q2
$10.8M Buy
2019
Q1
$209K Buy