AWS
Atria Wealth Solutions’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.46M | Sell |
33,666
-20,730
| -38% | -$2.13M | 0.08% | 279 |
|
|
2025
Q1 | $5.63M | Buy |
54,396
+8,564
| +19% | +$886K | 0.07% | 304 |
|
|
2024
Q4 | $4.61M | Sell |
45,832
-4,508
| -9% | -$454K | 0.05% | 373 |
|
|
2024
Q3 | $5.1M | Buy |
50,340
+3,658
| +8% | +$371K | 0.06% | 342 |
|
|
2024
Q2 | $4.64M | Sell |
46,682
-6,528
| -12% | -$649K | 0.05% | 355 |
|
|
2024
Q1 | $5.29M | Sell |
53,210
-3,910
| -7% | -$389K | 0.06% | 321 |
|
|
2023
Q4 | $5.63M | Sell |
57,120
-10,005
| -15% | -$986K | 0.07% | 280 |
|
|
2023
Q3 | $6.51M | Sell |
67,125
-11,430
| -15% | -$1.11M | 0.09% | 230 |
|
|
2023
Q2 | $7.67M | Sell |
78,555
-5,080
| -6% | -$496K | 0.1% | 189 |
|
|
2023
Q1 | $8.3M | Sell |
83,635
-4,268
| -5% | -$424K | 0.12% | 167 |
|
|
2022
Q4 | $8.52M | Sell |
87,903
-114,222
| -57% | -$11.1M | 0.14% | 163 |
|
|
2022
Q3 | $19.4M | Buy |
202,125
+94,812
| +88% | +$9.11M | 0.34% | 61 |
|
|
2022
Q2 | $10.9M | Buy |
107,313
+39,681
| +59% | +$4.02M | 0.2% | 103 |
|
|
2022
Q1 | $7.1M | Buy |
+67,632
| New | +$7.1M | 0.12% | 185 |
|