Aveo Capital Partners’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
Q1 | – | Sell |
-5,114
| Closed | -$514K | – | 314 |
|
|
2024
Q4 | $514K | Buy |
+5,114
| New | +$514K | 0.06% | 201 |
|
|
2022
Q3 | – | Sell |
-4,599
| Closed | -$466K | – | 295 |
|
|
2022
Q2 | $466K | Buy |
+4,599
| New | +$466K | 0.08% | 182 |
|
|
2021
Q3 | – | Sell |
-45,374
| Closed | -$4.82M | – | 282 |
|
|
2021
Q2 | $4.82M | Buy |
+45,374
| New | +$4.82M | 1.07% | 18 |
|
|
2019
Q2 | – | Sell |
-2,548
| Closed | -$254K | – | 197 |
|
|
2019
Q1 | $254K | Buy |
+2,548
| New | +$254K | 0.12% | 133 |
|
|
2018
Q3 | – | Sell |
-21,377
| Closed | -$2.13M | – | 155 |
|
|
2018
Q2 | $2.13M | Buy |
+21,377
| New | +$2.13M | 0.94% | 26 |
|