Accurate 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 | $249K | Sell |
2,429
-23
| -0.9% | -$2.36K | 0.04% | 392 |
|
|
2025
Q1 | $251K | Buy |
2,452
+39
| +2% | +$3.99K | 0.05% | 327 |
|
|
2024
Q4 | $243K | Hold |
2,413
| – | – | 0.05% | 328 |
|
|
2024
Q3 | $244K | Hold |
2,413
| – | – | 0.05% | 323 |
|
|
2024
Q2 | $240K | Hold |
2,413
| – | – | 0.06% | 285 |
|
|
2024
Q1 | $239K | Sell |
2,413
-100
| -4% | -$9.92K | 0.07% | 250 |
|
|
2023
Q4 | $248K | Hold |
2,513
| – | – | 0.08% | 231 |
|
|
2023
Q3 | $243K | Sell |
2,513
-814
| -24% | -$78.8K | 0.08% | 222 |
|
|
2023
Q2 | $323K | Sell |
3,327
-682
| -17% | -$66.3K | 0.1% | 193 |
|
|
2023
Q1 | $398K | Sell |
4,009
-2,890
| -42% | -$287K | 0.14% | 159 |
|
|
2022
Q4 | $670K | Buy |
6,899
+4,729
| +218% | +$460K | 0.25% | 79 |
|
|
2022
Q3 | $209K | Sell |
2,170
-1,446
| -40% | -$139K | 0.09% | 176 |
|
|
2022
Q2 | $366K | Buy |
+3,616
| New | +$366K | 0.2% | 99 |
|