Walter & Keenan Wealth Management’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
Q2 | $483K | Sell |
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|
2025
Q1 | $588K | Buy |
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|
2024
Q4 | $572K | Sell |
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|
2024
Q3 | $619K | Sell |
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|
2024
Q2 | $609K | Buy |
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|
2024
Q1 | $607K | Sell |
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|
2023
Q4 | $651K | Sell |
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|
2023
Q3 | $674K | Sell |
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|
2023
Q2 | $1.43M | Buy |
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|
2023
Q1 | $1.41M | Buy |
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|
2022
Q4 | $1.24M | Buy |
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|
2022
Q3 | $214K | Buy |
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