Buckingham Strategic Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2.84M | Buy |
28,561
+1,012
| +4% | +$101K | 0.03% | 198 |
|
|
2024
Q1 | $2.74M | Buy |
27,549
+2,255
| +9% | +$224K | 0.03% | 203 |
|
|
2023
Q4 | $2.49M | Buy |
25,294
+814
| +3% | +$80.3K | 0.03% | 207 |
|
|
2023
Q3 | $2.37M | Sell |
24,480
-4,982
| -17% | -$483K | 0.03% | 200 |
|
|
2023
Q2 | $2.88M | Buy |
29,462
+10,186
| +53% | +$994K | 0.04% | 186 |
|
|
2023
Q1 | $1.87M | Hold |
19,276
| – | – | 0.03% | 191 |
|
|
2022
Q4 | $1.87M | Sell |
19,276
-2,385
| -11% | -$231K | 0.03% | 191 |
|
|
2022
Q3 | $2.08M | Buy |
21,661
+4,249
| +24% | +$408K | 0.04% | 168 |
|
|
2022
Q2 | $1.77M | Sell |
17,412
-153
| -0.9% | -$15.5K | 0.03% | 186 |
|
|
2022
Q1 | $1.84M | Buy |
17,565
+1,541
| +10% | +$162K | 0.04% | 186 |
|
|
2021
Q4 | $1.7M | Buy |
16,024
+4,087
| +34% | +$433K | 0.03% | 202 |
|
|
2021
Q3 | $1.26M | Buy |
11,937
+4,278
| +56% | +$452K | 0.03% | 231 |
|
|
2021
Q2 | $814K | Buy |
7,659
+2,746
| +56% | +$292K | 0.02% | 271 |
|
|
2021
Q1 | $519K | Buy |
+4,913
| New | +$519K | 0.03% | 322 |
|