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 |
|