VERITY 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.43M | Hold |
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|
2025
Q2 | $1.42M | Hold |
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|
2025
Q1 | $1.43M | Hold |
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|
2024
Q4 | $1.39M | Hold |
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|
2024
Q3 | $1.4M | Hold |
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|
2024
Q2 | $1.38M | Hold |
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|
2024
Q1 | $1.38M | Hold |
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|
2023
Q4 | $1.36M | Buy |
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|
2023
Q3 | $703K | Hold |
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|
2023
Q2 | $708K | Hold |
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|
2023
Q1 | $720K | Hold |
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|
2022
Q4 | $704K | Sell |
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|
2022
Q3 | $1.39M | Buy |
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|
2022
Q2 | $391K | Sell |
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|
2022
Q1 | $796K | Buy |
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|
2021
Q4 | $497K | Buy |
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