Cascade Financial 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 | $7.36M | Buy |
71,513
+16,272
| +29% | +$1.67M | 0.88% | 22 |
|
|
2025
Q1 | $5.72M | Buy |
55,241
+18,002
| +48% | +$1.86M | 0.72% | 27 |
|
|
2024
Q4 | $3.75M | Buy |
37,239
+2,404
| +7% | +$242K | 0.49% | 44 |
|
|
2024
Q3 | $3.51M | Buy |
34,835
+661
| +2% | +$66.7K | 0.44% | 46 |
|
|
2024
Q2 | $3.4M | Buy |
34,174
+150
| +0.4% | +$14.9K | 0.45% | 42 |
|
|
2024
Q1 | $3.38M | Buy |
+34,024
| New | +$3.38M | 0.49% | 42 |
|