Toth Financial Advisory’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 | $392K | Buy |
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|
2025
Q2 | $360K | Hold |
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|
2025
Q1 | $362K | Hold |
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|
2024
Q4 | $352K | Sell |
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|
2024
Q3 | $383K | Sell |
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|
2024
Q2 | $378K | Sell |
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|
2024
Q1 | $379K | Sell |
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|
2023
Q4 | $672K | Sell |
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|
2023
Q3 | $1.12M | Sell |
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|
2023
Q2 | $1.8M | Sell |
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|
2023
Q1 | $1.86M | Sell |
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|
2022
Q4 | $2.27M | Sell |
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|
2022
Q3 | $2.46M | Sell |
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|
2022
Q2 | $2.62M | Buy |
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|
2022
Q1 | $2.28M | Buy |
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|
2021
Q4 | $65K | Buy |
|