Accurate Wealth Management, LLC Ishares Barclays 0 5 Year Tips Transaction History

Accurate Wealth Management, LLC

$482 Million
Q1 2025

A detailed history of Accurate Wealth Management, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 2,452 shares of STIP stock, worth $251,207. This represents 0.05% of its overall portfolio holdings.

Number of Shares

2,452

Previous 2,413 1.62%

Holding current value

$251,207

Previous $242,000 4.55%

% of portfolio

0.05%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$100.59 - $103.47 $3,923 - $4,035	39 Added 1.62%	2,452 $253,000
Q1 2024 Apr 22, 2024	SELL	$98.36 - $99.47 $9,836 - $9,947	-100 Reduced 3.98%	2,413 $239,000
Q3 2023 Oct 23, 2023	SELL	$96.73 - $97.56 $78,738 - $79,413	-814 Reduced 24.47%	2,513 $243,000
Q2 2023 Jul 24, 2023	SELL	$97.43 - $99.5 $66,447 - $67,859	-682 Reduced 17.01%	3,327 $324,000
Q1 2023 Apr 13, 2023	SELL	$96.86 - $99.23 $279,925 - $286,774	-2,890 Reduced 41.89%	4,009 $397,000
Q4 2022 Jan 11, 2023	BUY	$96.57 - $98.11 $456,679 - $463,962	4,729 Added 217.93%	6,899 $0
Q3 2022 Nov 14, 2022	SELL	$96.11 - $102.85 $138,975 - $148,721	-1,446 Reduced 39.99%	2,170 $209,000
Q2 2022 Aug 04, 2022	BUY	$101.26 - $104.65 $366,156 - $378,414	3,616 New	3,616 $366,000

Others Institutions Holding STIP

# of Institutions

689

Shares Held

58.1M

Call Options Held

22.7K

Put Options Held

View Full List

About ISHARES BARCLAYS 0-5 YEAR TIPS

Ticker STIP
Sector ETFs
Industry ETFs

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Accurate Wealth Management, LLC Ishares Barclays 0 5 Year Tips Transaction History