Brown 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 | $1.66M | Sell |
16,160
-375
| -2% | -$38.6K | 0.52% | 42 |
|
|
2025
Q1 | $1.71M | Buy |
16,535
+214
| +1% | +$22.1K | 0.59% | 38 |
|
|
2024
Q4 | $1.64M | Buy |
16,321
+910
| +6% | +$91.5K | 0.58% | 31 |
|
|
2024
Q3 | $1.56M | Buy |
15,411
+1,327
| +9% | +$134K | 0.56% | 33 |
|
|
2024
Q2 | $1.4M | Buy |
14,084
+253
| +2% | +$25.2K | 0.56% | 35 |
|
|
2024
Q1 | $1.38M | Buy |
+13,831
| New | +$1.38M | 0.57% | 31 |
|