Aprio 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 | $212K | Hold |
2,060
| – | – | 0.02% | 376 |
|
|
2025
Q1 | $213K | Hold |
2,060
| – | – | 0.03% | 349 |
|
|
2024
Q4 | $207K | Buy |
2,060
+3
| +0.1% | +$302 | 0.03% | 293 |
|
|
2024
Q3 | $208K | Hold |
2,057
| – | – | 0.03% | 263 |
|
|
2024
Q2 | $205K | Sell |
2,057
-2,064
| -50% | -$205K | 0.04% | 238 |
|
|
2024
Q1 | $410K | Buy |
+4,121
| New | +$410K | 0.08% | 116 |
|