United Capital Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $13.1M | Buy |
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|
2025
Q2 | $11.6M | Buy |
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|
2025
Q1 | $224K | Sell |
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|
2024
Q4 | $220K | Hold |
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|
2024
Q3 | $221K | Sell |
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|
2024
Q2 | $221K | Buy |
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|
2024
Q1 | $217K | Sell |
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|
2023
Q4 | $304K | Buy |
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|
2023
Q3 | $271K | Sell |
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|
2023
Q2 | $314K | Sell |
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|
2023
Q1 | $499K | Buy |
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|
2022
Q4 | $419K | Sell |
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|
2022
Q3 | $550K | Buy |
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|
2022
Q2 | $266K | Buy |
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|
2022
Q1 | $251K | Sell |
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|
2021
Q4 | $266K | Sell |
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|
2021
Q3 | $285K | Buy |
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|
2021
Q2 | $257K | Buy |
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|
2021
Q1 | $239K | Sell |
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|
2020
Q4 | $267K | Sell |
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|
2020
Q3 | $1.95M | Sell |
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|
2020
Q2 | $4.14M | Sell |
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|
2020
Q1 | $5.78M | Sell |
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|
2019
Q4 | $7.03M | Buy |
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|
2019
Q3 | $6.48M | Sell |
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|
2019
Q2 | $7.11M | Buy |
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|
2019
Q1 | $6.02M | Sell |
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|
2018
Q4 | $7.55M | Sell |
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|
2018
Q3 | $10.6M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $208K | Sell |
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|
2017
Q3 | $222K | Buy |
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|
2017
Q2 | $215K | Sell |
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|
2017
Q1 | $280K | Sell |
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|
2016
Q4 | $328K | Buy |
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|
2016
Q3 | $306K | Sell |
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|
2016
Q2 | $17.1M | Buy |
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|
2016
Q1 | $16.4M | Sell |
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|
2015
Q4 | $16.4M | Buy |
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|
2015
Q3 | $13.6M | Buy |
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|
2015
Q2 | $11M | Buy |
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|
2015
Q1 | $9.04M | Buy |
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|
2014
Q4 | $6.85M | Buy |
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|
2014
Q3 | $1.51M | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $257K | Buy |
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