Capasso Planning Partners’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $886K | Sell |
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|
2025
Q2 | $999K | Sell |
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|
2025
Q1 | $1.14M | Sell |
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|
2024
Q4 | $1.22M | Sell |
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|
2024
Q3 | $1.53M | Buy |
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|
2024
Q2 | $1.49M | Sell |
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|
2024
Q1 | $1.61M | Sell |
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|
2023
Q4 | $1.72M | Sell |
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|
2023
Q3 | $3.33M | Sell |
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|
2023
Q2 | $3.59M | Sell |
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|
2023
Q1 | $3.83M | Sell |
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|
2022
Q4 | $3.82M | Sell |
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|
2022
Q3 | $3.9M | Sell |
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|
2022
Q2 | $4.29M | Buy |
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|
2022
Q1 | $4.07M | Buy |
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|
2021
Q4 | $3.36M | Buy |
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