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