Altiora Financial Group’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 | $5.08M | Buy |
49,364
+991
| +2% | +$102K | 0.99% | 21 |
|
2025
Q1 | $5.01M | Buy |
48,373
+1,975
| +4% | +$204K | 1.06% | 20 |
|
2024
Q4 | $4.67M | Buy |
46,398
+20
| +0% | +$2.01K | 1.02% | 21 |
|
2024
Q3 | $4.7M | Buy |
46,378
+585
| +1% | +$59.3K | 1.04% | 22 |
|
2024
Q2 | $4.56M | Buy |
45,793
+32,843
| +254% | +$3.27M | 1.09% | 19 |
|
2024
Q1 | $1.29M | Hold |
12,950
| – | – | 0.35% | 34 |
|
2023
Q4 | $1.28M | Sell |
12,950
-1,738
| -12% | -$171K | 0.37% | 31 |
|
2023
Q3 | $1.42M | Sell |
14,688
-3,488
| -19% | -$338K | 0.66% | 23 |
|
2023
Q2 | $1.77M | Sell |
18,176
-969
| -5% | -$94.6K | 0.78% | 20 |
|
2023
Q1 | $1.9M | Buy |
19,145
+1,782
| +10% | +$177K | 0.88% | 18 |
|
2022
Q4 | $1.68M | Buy |
+17,363
| New | +$1.68M | 0.84% | 20 |
|