Alterna 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 | $2.01M | Buy |
+19,514
| New | +$2.01M | 1.61% | 16 |
|
|
2022
Q4 | – | Sell |
-8,630
| Closed | -$829K | – | 103 |
|
|
2022
Q3 | $829K | Hold |
8,630
| – | – | 0.98% | 28 |
|
|
2022
Q2 | $875K | Hold |
8,630
| – | – | 0.89% | 33 |
|
|
2022
Q1 | $906K | Buy |
+8,630
| New | +$906K | 0.76% | 34 |
|
|
2019
Q1 | – | Sell |
-3,327
| Closed | -$326K | – | 300 |
|
|
2018
Q4 | $326K | Buy |
+3,327
| New | +$326K | 0.05% | 236 |
|