Surevest’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Surevest’s Portfolio STIP Stock Details STIP Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$40K	Hold
2022 Q2	$43K	Hold
2022 Q1	$44K	Hold
2021 Q4	$44K	Buy
2020 Q2	–	Sell
2020 Q1	$515K	Sell
2019 Q4	$5.72M	Sell
2019 Q3	$6.47M	Sell
2019 Q2	$6.6M	Buy
2019 Q1	$6.37M	Buy
2018 Q4	$6.17M	Buy