Wealthspan Partners’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 | $650K | Buy |
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|
2025
Q1 | $575K | Sell |
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|
2024
Q4 | $562K | Sell |
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2024
Q3 | $590K | Buy |
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|
2024
Q2 | $579K | Sell |
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|
2024
Q1 | $655K | Sell |
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|
2023
Q4 | $677K | Sell |
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|
2023
Q3 | $751K | Sell |
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|
2023
Q2 | $823K | Buy |
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|
2023
Q1 | $836K | Sell |
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|
2022
Q4 | $862K | Buy |
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|
2022
Q3 | $830K | Sell |
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|
2022
Q2 | $1.28M | Buy |
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|
2022
Q1 | $951K | Buy |
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