Physician Wealth 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 | $4.31M | Buy |
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2025
Q2 | $4.11M | Buy |
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|
2025
Q1 | $3.37M | Buy |
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|
2024
Q4 | $3.26M | Buy |
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|
2024
Q3 | $2.99M | Buy |
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|
2024
Q2 | $2.93M | Buy |
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|
2024
Q1 | $2.84M | Buy |
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|
2023
Q4 | $2.72M | Buy |
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|
2023
Q3 | $2.57M | Sell |
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|
2023
Q2 | $2.61M | Buy |
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|
2023
Q1 | $2.06M | Buy |
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|
2022
Q4 | $935K | Sell |
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|
2022
Q3 | $941K | Buy |
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|
2022
Q2 | $960K | Buy |
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|
2022
Q1 | $789K | Sell |
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|
2021
Q4 | $863K | Buy |
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|
2021
Q3 | $772K | Buy |
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|
2021
Q2 | $719K | Buy |
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|
2021
Q1 | $484K | Buy |
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|
2020
Q4 | $239K | Buy |
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