Beaird Harris 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 | $305K | Hold |
2,963
| – | – | 0.02% | 114 |
|
|
2025
Q1 | $307K | Hold |
2,963
| – | – | 0.03% | 104 |
|
|
2024
Q4 | $298K | Sell |
2,963
-39
| -1% | -$3.92K | 0.03% | 110 |
|
|
2024
Q3 | $304K | Buy |
3,002
+91
| +3% | +$9.22K | 0.03% | 111 |
|
|
2024
Q2 | $290K | Sell |
2,911
-100
| -3% | -$9.95K | 0.03% | 102 |
|
|
2024
Q1 | $299K | Buy |
3,011
+28
| +0.9% | +$2.78K | 0.03% | 93 |
|
|
2023
Q4 | $294K | Buy |
2,983
+397
| +15% | +$39.1K | 0.03% | 90 |
|
|
2023
Q3 | $251K | Buy |
2,586
+156
| +6% | +$15.1K | 0.03% | 86 |
|
|
2023
Q2 | $237K | Buy |
2,430
+740
| +44% | +$72.2K | 0.03% | 91 |
|
|
2023
Q1 | $168K | Buy |
+1,690
| New | +$168K | 0.03% | 93 |
|