Topel & Distasi 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
Q2
$397K Hold
2025
Q1
$400K Sell
2024
Q4
$649K Hold
2024
Q3
$654K Hold
2024
Q2
$642K Hold
2024
Q1
$642K Hold
2023
Q4
$636K Hold
2023
Q3
$625K Hold
2023
Q2
$630K Hold
2023
Q1
$640K Hold
2022
Q4
$626K Hold
2022
Q3
$627K Hold
2022
Q2
$655K Hold
2022
Q1
$677K Hold
2021
Q4
$683K Buy