49 Wealth Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,717
| Closed | -$592K | – | 198 |
|
|
2025
Q1 | $592K | Sell |
5,717
-2,738
| -32% | -$283K | 0.07% | 84 |
|
|
2024
Q4 | $851K | Sell |
8,455
-3,082
| -27% | -$310K | 0.12% | 62 |
|
|
2024
Q3 | $1.17M | Sell |
11,537
-7,898
| -41% | -$800K | 0.19% | 52 |
|
|
2024
Q2 | $1.92M | Sell |
19,435
-97,102
| -83% | -$9.61M | 0.38% | 44 |
|
|
2024
Q1 | $11.6M | Buy |
116,537
+10,212
| +10% | +$1.01M | 2.48% | 15 |
|
|
2023
Q4 | $10.5M | Buy |
+106,325
| New | +$10.5M | 2.7% | 14 |
|