Cypress Wealth Services’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $370K | Buy |
+3,593
| New | +$370K | 0.07% | 202 |
|
2022
Q4 | – | Sell |
-5,374
| Closed | -$521K | – | 238 |
|
2022
Q3 | $521K | Buy |
5,374
+2,201
| +69% | +$213K | 0.18% | 109 |
|
2022
Q2 | $322K | Sell |
3,173
-4
| -0.1% | -$406 | 0.1% | 163 |
|
2022
Q1 | $333K | Buy |
+3,177
| New | +$333K | 0.09% | 166 |
|