TrueWealth LLC’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
2020
Q2
$58K Hold
2020
Q1
$57K Hold
2019
Q4
$57K Buy
2019
Q3
$57K Buy
2019
Q2
$57K Buy
2019
Q1
$56K Hold
2018
Q4
$55K Buy
2018
Q3
$55K Buy
2018
Q2
$55K Buy
2018
Q1
$55K Sell
2017
Q4
$85K Buy