Capasso Planning Partners’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 | $999K | Sell |
9,704
-1,319
| -12% | -$136K | 0.56% | 31 |
|
|
2025
Q1 | $1.14M | Sell |
11,023
-1,074
| -9% | -$111K | 0.48% | 39 |
|
|
2024
Q4 | $1.22M | Sell |
12,097
-3,030
| -20% | -$305K | 0.49% | 42 |
|
|
2024
Q3 | $1.53M | Buy |
15,127
+142
| +0.9% | +$14.4K | 0.45% | 43 |
|
|
2024
Q2 | $1.49M | Sell |
14,985
-1,245
| -8% | -$124K | 0.48% | 48 |
|
|
2024
Q1 | $1.61M | Sell |
16,230
-1,235
| -7% | -$123K | 0.67% | 30 |
|
|
2023
Q4 | $1.72M | Sell |
17,465
-16,882
| -49% | -$1.66M | 0.8% | 26 |
|
|
2023
Q3 | $3.33M | Sell |
34,347
-2,462
| -7% | -$239K | 1.78% | 14 |
|
|
2023
Q2 | $3.59M | Sell |
36,809
-1,826
| -5% | -$178K | 1.93% | 14 |
|
|
2023
Q1 | $3.83M | Sell |
38,635
-767
| -2% | -$76.1K | 2.25% | 12 |
|
|
2022
Q4 | $3.82M | Sell |
39,402
-1,226
| -3% | -$119K | 2.43% | 11 |
|
|
2022
Q3 | $3.91M | Sell |
40,628
-1,696
| -4% | -$163K | 2.73% | 10 |
|
|
2022
Q2 | $4.29M | Buy |
42,324
+3,548
| +9% | +$360K | 3.05% | 10 |
|
|
2022
Q1 | $4.07M | Buy |
38,776
+7,068
| +22% | +$742K | 2.87% | 8 |
|
|
2021
Q4 | $3.36M | Buy |
+31,708
| New | +$3.36M | 2.45% | 11 |
|