United Asset Strategies’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 | $704K | Buy |
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|
2025
Q2 | $700K | Buy |
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|
2025
Q1 | $663K | Sell |
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|
2024
Q4 | $786K | Sell |
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|
2024
Q3 | $800K | Sell |
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|
2024
Q2 | $790K | Sell |
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|
2024
Q1 | $792K | Buy |
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|
2023
Q4 | $758K | Buy |
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|
2023
Q3 | $669K | Buy |
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|
2023
Q2 | $651K | Buy |
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|
2023
Q1 | $233K | Sell |
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|
2022
Q4 | $654K | Sell |
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|
2022
Q3 | $911K | Sell |
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|
2022
Q2 | $1.03M | Sell |
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|
2022
Q1 | $1.18M | Sell |
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|
2021
Q4 | $1.22M | Sell |
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|
2021
Q3 | $1.79M | Buy |
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|
2021
Q2 | $1.76M | Buy |
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|
2021
Q1 | $910K | Sell |
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|
2020
Q4 | $951K | Buy |
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|
2020
Q3 | $523K | Buy |
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