Evoke 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 | $22.1M | Buy |
215,032
+6,902
| +3% | +$710K | 0.51% | 34 |
|
|
2025
Q1 | $21.5M | Buy |
208,130
+174,367
| +516% | +$18M | 0.56% | 35 |
|
|
2024
Q4 | $3.4M | Buy |
33,763
+13,904
| +70% | +$1.4M | 0.09% | 94 |
|
|
2024
Q3 | $2.01M | Buy |
+19,859
| New | +$2.01M | 0.05% | 119 |
|
|
2024
Q2 | – | Sell |
-3,955
| Closed | -$393K | – | 344 |
|
|
2024
Q1 | $393K | Buy |
+3,955
| New | +$393K | 0.01% | 295 |
|
|
2023
Q4 | – | Sell |
-6,233
| Closed | -$604K | – | 311 |
|
|
2023
Q3 | $604K | Buy |
6,233
+3,133
| +101% | +$304K | 0.02% | 219 |
|
|
2023
Q2 | $303K | Buy |
+3,100
| New | +$303K | 0.01% | 286 |
|
|
2022
Q1 | – | Sell |
-216,000
| Closed | -$22.9M | – | 1247 |
|
|
2021
Q4 | $22.9M | Buy |
+216,000
| New | +$22.9M | 0.72% | 26 |
|