PBMares 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
Q2 | $470K | Sell |
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|
2025
Q1 | $509K | Sell |
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|
2024
Q4 | $560K | Sell |
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2024
Q3 | $569K | Sell |
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|
2024
Q2 | $580K | Sell |
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|
2024
Q1 | $585K | Buy |
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|
2023
Q4 | $576K | Sell |
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|
2023
Q3 | $674K | Sell |
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|
2023
Q2 | $779K | Sell |
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|
2023
Q1 | $901K | Sell |
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|
2022
Q4 | $1.11M | Sell |
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|
2022
Q3 | $1.16M | Buy |
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|
2022
Q2 | $1.21M | Sell |
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|
2022
Q1 | $1.28M | Sell |
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|
2021
Q4 | $1.34M | Buy |
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|
2021
Q3 | $1.21M | Buy |
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|
2021
Q2 | $1.02M | Buy |
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|
2021
Q1 | $991K | Sell |
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|
2020
Q4 | $985K | Sell |
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|
2020
Q3 | $988K | Sell |
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|
2020
Q2 | $1.18M | Sell |
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|
2020
Q1 | $1.17M | Sell |
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|
2019
Q4 | $1.42M | Buy |
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