Evexia Wealth’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 | $1.28M | Sell |
12,397
-5,881
| -32% | -$605K | 0.4% | 44 |
|
|
2025
Q1 | $1.88M | Buy |
18,278
+470
| +3% | +$48.3K | 0.68% | 40 |
|
|
2024
Q4 | $1.81M | Sell |
17,808
-20,496
| -54% | -$2.08M | 0.61% | 40 |
|
|
2024
Q3 | $3.86M | Buy |
38,304
+5,088
| +15% | +$513K | 1.37% | 26 |
|
|
2024
Q2 | $3.3M | Buy |
33,216
+11,852
| +55% | +$1.18M | 1.24% | 30 |
|
|
2024
Q1 | $2.12M | Buy |
21,364
+1,866
| +10% | +$185K | 0.87% | 32 |
|
|
2023
Q4 | $1.92M | Sell |
19,498
-5,533
| -22% | -$545K | 0.81% | 34 |
|
|
2023
Q3 | $2.43M | Buy |
25,031
+2,115
| +9% | +$205K | 1.23% | 30 |
|
|
2023
Q2 | $2.23M | Buy |
22,916
+289
| +1% | +$28.1K | 1.07% | 30 |
|
|
2023
Q1 | $2.24M | Buy |
+22,627
| New | +$2.24M | 1.21% | 29 |
|