Clear Creek Financial 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 | $1.8M | Buy |
17,488
+12,457
| +248% | +$1.28M | 0.17% | 133 |
|
2025
Q1 | $521K | Buy |
+5,031
| New | +$521K | 0.05% | 304 |
|
2023
Q3 | – | Sell |
-6,637
| Closed | -$648K | – | 342 |
|
2023
Q2 | $648K | Buy |
6,637
+418
| +7% | +$40.8K | 0.11% | 148 |
|
2023
Q1 | $617K | Sell |
6,219
-21,635
| -78% | -$2.15M | 0.12% | 137 |
|
2022
Q4 | $2.7M | Sell |
27,854
-112
| -0.4% | -$10.9K | 0.59% | 45 |
|
2022
Q3 | $2.69M | Sell |
27,966
-15,567
| -36% | -$1.5M | 0.59% | 40 |
|
2022
Q2 | $4.42M | Buy |
+43,533
| New | +$4.42M | 0.92% | 26 |
|