CreativeOne Wealth’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 | $8.35M | Buy |
81,170
+45,874
| +130% | +$4.72M | 0.22% | 88 |
|
|
2025
Q1 | $3.65M | Buy |
35,296
+4,738
| +16% | +$490K | 0.11% | 177 |
|
|
2024
Q4 | $3.07M | Buy |
30,558
+115
| +0.4% | +$11.6K | 0.09% | 198 |
|
|
2024
Q3 | $3.08M | Buy |
30,443
+4,234
| +16% | +$429K | 0.1% | 188 |
|
|
2024
Q2 | $2.61M | Buy |
26,209
+1,848
| +8% | +$184K | 0.13% | 150 |
|
|
2024
Q1 | $2.42M | Sell |
24,361
-6,006
| -20% | -$597K | 0.1% | 197 |
|
|
2023
Q4 | $2.99M | Buy |
30,367
+19,686
| +184% | +$1.94M | 0.19% | 104 |
|
|
2023
Q3 | $1.04M | Sell |
10,681
-2,679
| -20% | -$260K | 0.07% | 235 |
|
|
2023
Q2 | $1.3M | Buy |
13,360
+6,383
| +91% | +$623K | 0.06% | 278 |
|
|
2023
Q1 | $692K | Buy |
6,977
+110
| +2% | +$10.9K | 0.03% | 386 |
|
|
2022
Q4 | $666K | Buy |
6,867
+1,827
| +36% | +$177K | 0.04% | 359 |
|
|
2022
Q3 | $484K | Buy |
5,040
+737
| +17% | +$70.8K | 0.03% | 416 |
|
|
2022
Q2 | $436K | Buy |
+4,303
| New | +$436K | 0.02% | 448 |
|