Advisornet Financial’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 | $232K | Sell |
2,259
-483
| -18% | -$49.7K | 0.02% | 529 |
|
|
2025
Q1 | $284K | Sell |
2,742
-277
| -9% | -$28.7K | 0.02% | 467 |
|
|
2024
Q4 | $304K | Buy |
3,019
+1,531
| +103% | +$154K | 0.03% | 416 |
|
|
2024
Q3 | $151K | Buy |
1,488
+331
| +29% | +$33.5K | 0.01% | 591 |
|
|
2024
Q2 | $115K | Buy |
1,157
+325
| +39% | +$32.3K | 0.01% | 599 |
|
|
2024
Q1 | $82.7K | Sell |
832
-11
| -1% | -$1.09K | 0.01% | 682 |
|
|
2023
Q4 | $83.1K | Buy |
843
+130
| +18% | +$12.8K | 0.01% | 690 |
|
|
2023
Q3 | $69.1K | Buy |
713
+67
| +10% | +$6.5K | 0.01% | 708 |
|
|
2023
Q2 | $63K | Buy |
646
+90
| +16% | +$8.78K | 0.01% | 757 |
|
|
2023
Q1 | $55.2K | Buy |
556
+210
| +61% | +$20.9K | 0.01% | 772 |
|
|
2022
Q4 | $33.5K | Buy |
346
+344
| +17,200% | +$33.3K | ﹤0.01% | 904 |
|
|
2022
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 2014 |
|
|
2020
Q4 | – | Sell |
-3
| Closed | – | – | 1831 |
|
|
2020
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 1851 |
|
|
2020
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 1903 |
|
|
2020
Q1 | $0 | Sell |
3
-43
| -93% | – | ﹤0.01% | 1921 |
|
|
2019
Q4 | $5K | Buy |
46
+43
| +1,433% | +$4.67K | ﹤0.01% | 1550 |
|
|
2019
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 1949 |
|
|
2019
Q2 | $0 | Sell |
3
-7,230
| -100% | – | ﹤0.01% | 1784 |
|
|
2019
Q1 | $721K | Sell |
7,233
-5,863
| -45% | -$584K | 0.09% | 218 |
|
|
2018
Q4 | $1.28M | Buy |
13,096
+2,055
| +19% | +$201K | 0.18% | 123 |
|
|
2018
Q3 | $1.09M | Buy |
+11,041
| New | +$1.09M | 0.14% | 147 |
|