Pinnacle Wealth Management Group’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 | $1.53M | Sell |
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|
2025
Q2 | $1.54M | Sell |
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|
2025
Q1 | $1.66M | Sell |
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|
2024
Q4 | $1.99M | Sell |
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|
2024
Q3 | $2.35M | Sell |
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|
2024
Q2 | $8.46M | Buy |
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|
2024
Q1 | $8.09M | Sell |
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|
2023
Q4 | $8.58M | Sell |
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|
2023
Q3 | $8.47M | Sell |
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|
2023
Q2 | $9.39M | Sell |
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|
2023
Q1 | $9.84M | Buy |
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|
2022
Q4 | $9.53M | Sell |
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|
2022
Q3 | $10.6M | Buy |
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|
2022
Q2 | $9.84M | Buy |
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|
2022
Q1 | $10M | Buy |
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|
2021
Q4 | $7.56M | Buy |
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|
2021
Q3 | $6.98M | Buy |
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|
2021
Q2 | $5.94M | Buy |
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