Western 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
Q3 | $281K | Sell |
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|
2025
Q2 | $396K | Buy |
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|
2025
Q1 | $346K | Buy |
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|
2024
Q4 | $227K | Sell |
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|
2024
Q3 | $264K | Sell |
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|
2024
Q2 | $437K | Sell |
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|
2024
Q1 | $523K | Sell |
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|
2023
Q4 | $551K | Sell |
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|
2023
Q3 | $800K | Sell |
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|
2023
Q2 | $821K | Sell |
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|
2023
Q1 | $916K | Sell |
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|
2022
Q4 | $1.02M | Sell |
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|
2022
Q3 | $2.17M | Sell |
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|
2022
Q2 | $2.45M | Buy |
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|
2022
Q1 | $947K | Buy |
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|
2021
Q4 | $845K | Buy |
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|
2021
Q2 | $892K | Buy |
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|
2021
Q1 | $728K | Buy |
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|
2020
Q4 | $441K | Hold |
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|
2020
Q3 | $440K | Sell |
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|
2020
Q2 | $458K | Sell |
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|
2020
Q1 | $527K | Sell |
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|
2019
Q4 | $584K | Sell |
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|
2019
Q3 | $741K | Sell |
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|
2019
Q2 | $769K | Hold |
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|
2019
Q1 | $763K | Buy |
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|
2018
Q4 | $738K | Buy |
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