Peak Financial 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
$2.27M Sell
2025
Q2
$2.47M Sell
2025
Q1
$2.55M Buy
2024
Q4
$2.46M Buy
2024
Q3
$2.43M Buy
2024
Q2
$2.39M Buy
2024
Q1
$1.45M Buy
2023
Q4
$1.42M Buy
2023
Q3
Sell
2023
Q2
$475K Sell
2023
Q1
$504K Sell
2022
Q4
$496K Buy