Soltis Investment 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
Q2 | $3.3M | Sell |
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|
2025
Q1 | $3.5M | Sell |
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|
2024
Q4 | $3.45M | Sell |
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|
2024
Q3 | $3.74M | Sell |
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|
2024
Q2 | $3.76M | Sell |
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|
2024
Q1 | $3.83M | Sell |
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|
2023
Q4 | $5.46M | Sell |
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|
2023
Q3 | $6.03M | Sell |
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|
2023
Q2 | $6.6M | Sell |
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|
2023
Q1 | $7.05M | Sell |
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|
2022
Q4 | $8.36M | Sell |
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|
2022
Q3 | $9.44M | Sell |
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|
2022
Q2 | $10.7M | Sell |
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|
2022
Q1 | $18.7M | Buy |
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|
2021
Q4 | $14.7M | Buy |
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|
2021
Q3 | $14M | Buy |
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|
2021
Q2 | $12.8M | Buy |
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|
2021
Q1 | $10.1M | Buy |
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|
2020
Q4 | $9.91M | Buy |
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|
2020
Q3 | $7.57M | Buy |
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|
2020
Q2 | $6.9M | Buy |
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|
2020
Q1 | $5.51M | Sell |
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|
2019
Q4 | $5.6M | Buy |
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