B. Riley Wealth Advisors’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 | $6.28M | Buy |
+61,008
| New | +$6.28M | 0.29% | 67 |
|
|
2024
Q4 | $5.35M | Sell |
53,174
-1,553
| -3% | -$156K | 0.18% | 129 |
|
|
2024
Q3 | $5.55M | Sell |
54,727
-2,737
| -5% | -$277K | 0.15% | 146 |
|
|
2024
Q2 | $5.72M | Sell |
57,464
-21,578
| -27% | -$2.15M | 0.15% | 146 |
|
|
2024
Q1 | $7.66M | Buy |
79,042
+1,671
| +2% | +$162K | 0.21% | 106 |
|
|
2023
Q4 | $7.63M | Sell |
77,371
-1,671
| -2% | -$165K | 0.21% | 111 |
|
|
2023
Q3 | $7.66M | Buy |
79,042
+857
| +1% | +$83.1K | 0.21% | 106 |
|
|
2023
Q2 | $7.63M | Sell |
78,185
-108,983
| -58% | -$10.6M | 0.17% | 123 |
|
|
2023
Q1 | $18.6M | Sell |
187,168
-14,684
| -7% | -$1.46M | 0.49% | 37 |
|
|
2022
Q4 | $19.6M | Buy |
201,852
+9,847
| +5% | +$955K | 0.55% | 35 |
|
|
2022
Q3 | $18.5M | Buy |
192,005
+82,283
| +75% | +$7.91M | 0.56% | 31 |
|
|
2022
Q2 | $11.1M | Sell |
109,722
-23,063
| -17% | -$2.34M | 0.47% | 40 |
|
|
2022
Q1 | $13.9M | Buy |
132,785
+38,190
| +40% | +$4.01M | 0.46% | 39 |
|
|
2021
Q4 | $10M | Buy |
94,595
+3,058
| +3% | +$324K | 0.29% | 72 |
|
|
2021
Q3 | $9.67M | Sell |
91,537
-12,839
| -12% | -$1.36M | 0.31% | 68 |
|
|
2021
Q2 | $11.1M | Buy |
104,376
+3,127
| +3% | +$332K | 0.36% | 56 |
|
|
2021
Q1 | $10.7M | Buy |
101,249
+90,472
| +839% | +$9.57M | 0.38% | 51 |
|
|
2020
Q4 | $1.13M | Buy |
+10,777
| New | +$1.13M | 0.06% | 298 |
|