Elevate Wealth Advisory’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 | $7.44M | Sell |
72,275
-7,057
| -9% | -$726K | 5.29% | 5 |
|
|
2025
Q1 | $8.21M | Buy |
79,332
+3,129
| +4% | +$324K | 5.81% | 5 |
|
|
2024
Q4 | $7.56M | Buy |
76,203
+774
| +1% | +$76.8K | 5.67% | 5 |
|
|
2024
Q3 | $7.64M | Buy |
75,429
+2,479
| +3% | +$251K | 5.67% | 5 |
|
|
2024
Q2 | $7.26M | Buy |
72,950
+9,222
| +14% | +$917K | 5.89% | 5 |
|
|
2024
Q1 | $6.34M | Buy |
63,728
+6,093
| +11% | +$606K | 5.52% | 5 |
|
|
2023
Q4 | $5.68M | Buy |
+57,635
| New | +$5.68M | 5.21% | 5 |
|