Strategic Wealth Investment 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
$229K Buy
2025
Q1
Sell
2024
Q4
$2.03M Sell
2024
Q3
$2.89M Sell
2024
Q2
$21.3M Buy
2023
Q4
$19.9M Buy
2023
Q3
$18.5M Buy
2023
Q2
$17.8M Buy
2023
Q1
$14.8M Buy
2022
Q4
$12.2M Buy
2022
Q3
$10.3M Buy
2022
Q2
$9.83M Buy