TRUE Private Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $237K | Buy |
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|
2022
Q3 | $235K | Hold |
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|
2022
Q2 | $248K | Hold |
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|
2022
Q1 | $253K | Buy |
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|
2021
Q4 | $220K | Buy |
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|
2021
Q3 | $217K | Hold |
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|
2021
Q2 | $219K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $207K | Sell |
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|
2020
Q3 | $301K | Sell |
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|
2020
Q2 | $7.09M | Buy |
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|
2020
Q1 | $6.79M | Sell |
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|
2019
Q4 | $8.85M | Buy |
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|
2019
Q3 | $8.77M | Sell |
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|
2019
Q2 | $8.98M | Sell |
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|
2019
Q1 | $9.63M | Sell |
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|
2018
Q4 | $11.5M | Sell |
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|
2018
Q3 | $12.1M | Buy |
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|
2018
Q2 | $12.2M | Buy |
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|
2018
Q1 | $11.6M | Buy |
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