AllSquare 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 | $27.3K | Sell |
265
-40
| -13% | -$4.12K | 0.02% | 280 |
|
|
2025
Q1 | $31.6K | Hold |
305
| – | – | 0.02% | 261 |
|
|
2024
Q4 | $30.7K | Sell |
305
-100
| -25% | -$10.1K | 0.02% | 262 |
|
|
2024
Q3 | $41K | Hold |
405
| – | – | 0.02% | 231 |
|
|
2024
Q2 | $40.3K | Hold |
405
| – | – | 0.02% | 227 |
|
|
2024
Q1 | $40.3K | Hold |
405
| – | – | 0.02% | 238 |
|
|
2023
Q4 | $39.9K | Hold |
405
| – | – | 0.02% | 233 |
|
|
2023
Q3 | $39.3K | Hold |
405
| – | – | 0.03% | 227 |
|
|
2023
Q2 | $39.7K | Hold |
405
| – | – | 0.03% | 234 |
|
|
2023
Q1 | $40.2K | Hold |
405
| – | – | 0.03% | 232 |
|
|
2022
Q4 | $39.3K | Hold |
405
| – | – | 0.03% | 223 |
|
|
2022
Q3 | $39K | Buy |
+405
| New | +$39K | 0.03% | 217 |
|