Betterment LLC’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 | $412M | Buy |
4,006,464
+184,253
| +5% | +$19M | 0.88% | 23 |
|
|
2025
Q1 | $395M | Sell |
3,822,211
-228,251
| -6% | -$23.6M | 0.94% | 23 |
|
|
2024
Q4 | $407M | Buy |
4,050,462
+181,322
| +5% | +$18.2M | 0.97% | 21 |
|
|
2024
Q3 | $392M | Buy |
3,869,140
+495,889
| +15% | +$50.2M | 0.94% | 22 |
|
|
2024
Q2 | $336M | Buy |
3,373,251
+259,876
| +8% | +$25.9M | 0.87% | 22 |
|
|
2024
Q1 | $310M | Sell |
3,113,375
-108,013
| -3% | -$10.7M | 0.83% | 23 |
|
|
2023
Q4 | $318M | Buy |
3,221,388
+543,212
| +20% | +$53.6M | 0.91% | 19 |
|
|
2023
Q3 | $260M | Buy |
2,678,176
+542,735
| +25% | +$52.6M | 0.82% | 19 |
|
|
2023
Q2 | $208M | Buy |
2,135,441
+559,831
| +36% | +$54.6M | 0.65% | 24 |
|
|
2023
Q1 | $156M | Buy |
1,575,610
+597,453
| +61% | +$59.3M | 0.51% | 27 |
|
|
2022
Q4 | $94.8M | Buy |
+978,157
| New | +$94.8M | 0.33% | 31 |
|
|
2022
Q1 | – | Sell |
-2,630
| Closed | -$278K | – | 229 |
|
|
2021
Q4 | $278K | Sell |
2,630
-961
| -27% | -$102K | ﹤0.01% | 184 |
|
|
2021
Q3 | $379K | Buy |
+3,591
| New | +$379K | ﹤0.01% | 164 |
|