Darwin Wealth Management’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 | $211 | Sell |
2
-33
| -94% | -$3.48K | ﹤0.01% | 576 |
|
|
2025
Q1 | $3.52K | Hold |
35
| – | – | ﹤0.01% | 468 |
|
|
2024
Q4 | $3.52K | Hold |
35
| – | – | ﹤0.01% | 468 |
|
|
2024
Q3 | $3.55K | Buy |
+35
| New | +$3.55K | ﹤0.01% | 484 |
|
|
2020
Q2 | – | Sell |
-2,216
| Closed | -$220K | – | 686 |
|
|
2020
Q1 | $220K | Sell |
2,216
-114
| -5% | -$11.3K | 0.07% | 125 |
|
|
2019
Q4 | $235K | Sell |
2,330
-323
| -12% | -$32.6K | 0.06% | 140 |
|
|
2019
Q3 | $266K | Sell |
2,653
-53
| -2% | -$5.31K | 0.08% | 130 |
|
|
2019
Q2 | $272K | Sell |
2,706
-637
| -19% | -$64K | 0.08% | 129 |
|
|
2019
Q1 | $333K | Buy |
3,343
+35
| +1% | +$3.49K | 0.11% | 115 |
|
|
2018
Q4 | $322K | Buy |
3,308
+89
| +3% | +$8.66K | 0.22% | 71 |
|
|
2018
Q3 | $308K | Buy |
3,219
+931
| +41% | +$89.1K | 0.17% | 97 |
|
|
2018
Q2 | $215K | Buy |
+2,288
| New | +$215K | 0.14% | 120 |
|
|
2018
Q1 | – | Sell |
-7,019
| Closed | -$701K | – | 151 |
|
|
2017
Q4 | $701K | Buy |
+7,019
| New | +$701K | 0.3% | 77 |
|
|
2017
Q3 | – | Sell |
-6,939
| Closed | -$697K | – | 122 |
|
|
2017
Q2 | $697K | Sell |
6,939
-754
| -10% | -$75.7K | 0.39% | 78 |
|
|
2017
Q1 | $780K | Buy |
7,693
+2,908
| +61% | +$295K | 0.45% | 66 |
|
|
2016
Q4 | $482K | Buy |
+4,785
| New | +$482K | 0.32% | 67 |
|