TrinityPoint Wealth’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
2024
Q4
$378K Buy
2020
Q4
Sell
2020
Q3
$1.15M Buy
2020
Q2
$1.02M Buy
2020
Q1
$859K Sell
2019
Q4
$881K Buy
2019
Q3
$840K Buy
2019
Q2
$813K Sell
2019
Q1
$813K Buy
2018
Q4
$581K Buy