Spire 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 | $214K | Sell |
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|
2025
Q2 | $304K | Buy |
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|
2025
Q1 | $275K | Sell |
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|
2024
Q4 | $682K | Sell |
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|
2024
Q3 | $775K | Sell |
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|
2024
Q2 | $819K | Sell |
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|
2024
Q1 | $972K | Buy |
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|
2023
Q4 | $876K | Sell |
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|
2023
Q3 | $1.23M | Sell |
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|
2023
Q2 | $1.35M | Sell |
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|
2023
Q1 | $1.44M | Buy |
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|
2022
Q4 | $1.13M | Buy |
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|
2022
Q3 | $684K | Sell |
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|
2022
Q2 | $3.02M | Sell |
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|
2022
Q1 | $4.07M | Buy |
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|
2021
Q4 | $2.94M | Sell |
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|
2021
Q3 | $2.98M | Sell |
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|
2021
Q2 | $3.24M | Buy |
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|
2021
Q1 | $1.53M | Buy |
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