Perigon 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
Q3 | $6.92M | Buy |
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|
2025
Q2 | $6.09M | Buy |
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|
2025
Q1 | $4.85M | Sell |
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|
2024
Q4 | $4.83M | Sell |
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|
2024
Q3 | $5.88M | Buy |
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|
2024
Q2 | $4.61M | Sell |
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|
2024
Q1 | $4.77M | Buy |
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|
2023
Q4 | $2.46M | Sell |
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|
2023
Q3 | $2.42M | Buy |
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|
2023
Q2 | $1.97M | Sell |
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|
2023
Q1 | $2.33M | Sell |
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|
2022
Q4 | $2.79M | Buy |
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|
2022
Q3 | $2.36M | Buy |
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|
2022
Q2 | $1.83M | Buy |
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|
2022
Q1 | $1.02M | Buy |
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