Westover Capital 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
Q2 | $700K | Sell |
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2025
Q1 | $795K | Sell |
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2024
Q4 | $787K | Sell |
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|
2024
Q3 | $1.63M | Sell |
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|
2024
Q2 | $7.23M | Buy |
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|
2024
Q1 | $7.22M | Buy |
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|
2023
Q4 | $5.85M | Sell |
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|
2023
Q3 | $5.77M | Sell |
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|
2023
Q2 | $5.91M | Buy |
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|
2023
Q1 | $5.25M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $2.18M | Buy |
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|
2018
Q2 | $1.84M | Buy |
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|
2018
Q1 | $1.84M | Buy |
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|
2017
Q4 | $1.61M | Buy |
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