Cornerstone Planning Group’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 | $21.6K | Buy |
209
+146
| +232% | +$15.1K | ﹤0.01% | 405 |
|
|
2025
Q1 | $6.48K | Buy |
+63
| New | +$6.48K | ﹤0.01% | 665 |
|
|
2024
Q4 | – | Sell |
-3
| Closed | -$309 | – | 1486 |
|
|
2024
Q3 | $309 | Sell |
3
-1
| -25% | -$103 | ﹤0.01% | 1194 |
|
|
2024
Q2 | $306 | Hold |
4
| – | – | ﹤0.01% | 1143 |
|
|
2024
Q1 | $298 | Sell |
4
-15
| -79% | -$1.12K | ﹤0.01% | 992 |
|
|
2023
Q4 | $1.87K | Hold |
19
| – | – | ﹤0.01% | 650 |
|
|
2023
Q3 | $1.84K | Buy |
19
+3
| +19% | +$291 | ﹤0.01% | 678 |
|
|
2023
Q2 | $1.56K | Buy |
+16
| New | +$1.56K | ﹤0.01% | 1245 |
|
|
2022
Q4 | $3.82K | Buy |
+39
| New | +$3.82K | ﹤0.01% | 1014 |
|