Bradley & Co Private 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 | $53.5K | Hold |
520
| – | – | 0.03% | 74 |
|
|
2025
Q1 | $53.8K | Hold |
520
| – | – | 0.04% | 68 |
|
|
2024
Q4 | $52.3K | Buy |
+520
| New | +$52.3K | 0.03% | 70 |
|
|
2024
Q2 | $51.7K | Hold |
520
| – | – | 0.04% | 66 |
|
|
2024
Q1 | $51.7K | Hold |
520
| – | – | 0.04% | 66 |
|
|
2023
Q4 | $51.3K | Hold |
520
| – | – | 0.05% | 56 |
|
|
2023
Q3 | $50.4K | Hold |
520
| – | – | 0.05% | 57 |
|
|
2023
Q2 | $50.8K | Hold |
520
| – | – | 0.05% | 58 |
|
|
2023
Q1 | $51.6K | Sell |
520
-1,785
| -77% | -$177K | 0.06% | 56 |
|
|
2022
Q4 | $223K | Sell |
2,305
-22,385
| -91% | -$2.17M | 0.27% | 32 |
|
|
2022
Q3 | $2.37M | Buy |
24,690
+5,790
| +31% | +$556K | 2.83% | 12 |
|
|
2022
Q2 | $1.92M | Buy |
18,900
+12,740
| +207% | +$1.29M | 2.11% | 14 |
|
|
2022
Q1 | $646K | Buy |
6,160
+5,740
| +1,367% | +$602K | 0.56% | 30 |
|
|
2021
Q4 | $44K | Buy |
+420
| New | +$44K | 0.04% | 94 |
|
|
2021
Q2 | – | Sell |
-290
| Closed | -$31K | – | 177 |
|
|
2021
Q1 | $31K | Buy |
+290
| New | +$31K | 0.03% | 116 |
|