Dynasty Wealth Management’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 | $95.9M | Sell |
931,850
-14,332
| -2% | -$1.47M | 1.63% | 18 |
|
|
2025
Q1 | $97.9M | Buy |
946,182
+506,435
| +115% | +$52.4M | 1.63% | 18 |
|
|
2024
Q4 | $44.2M | Buy |
+439,747
| New | +$44.2M | 0.76% | 31 |
|
|
2024
Q3 | – | Sell |
-424,117
| Closed | -$42.2M | – | 262 |
|
|
2024
Q2 | $42.2M | Sell |
424,117
-20,687
| -5% | -$2.06M | 1.24% | 21 |
|
|
2024
Q1 | $44.2M | Buy |
+444,804
| New | +$44.2M | 1.41% | 20 |
|