Financial Advocates Investment 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 | $2.34M | Sell |
22,759
-4,991
| -18% | -$514K | 0.19% | 117 |
|
|
2025
Q1 | $2.81M | Buy |
27,750
+14,779
| +114% | +$1.5M | 0.2% | 121 |
|
|
2024
Q4 | $1.3M | Sell |
12,971
-796
| -6% | -$80.1K | 0.07% | 241 |
|
|
2024
Q3 | $1.39M | Sell |
13,767
-20
| -0.1% | -$2.03K | 0.08% | 239 |
|
|
2024
Q2 | $1.37M | Buy |
13,787
+40
| +0.3% | +$3.98K | 0.09% | 222 |
|
|
2024
Q1 | $1.37M | Sell |
13,747
-5,716
| -29% | -$568K | 0.08% | 249 |
|
|
2023
Q4 | $1.92M | Sell |
19,463
-4,874
| -20% | -$481K | 0.13% | 181 |
|
|
2023
Q3 | $2.36M | Buy |
24,337
+317
| +1% | +$30.7K | 0.17% | 136 |
|
|
2023
Q2 | $2.34M | Buy |
24,020
+2,855
| +13% | +$279K | 0.17% | 139 |
|
|
2023
Q1 | $2.05M | Sell |
21,165
-1,241
| -6% | -$120K | 0.15% | 160 |
|
|
2022
Q4 | $2.17M | Sell |
22,406
-520
| -2% | -$50.4K | 0.16% | 152 |
|
|
2022
Q3 | $2.18M | Sell |
22,926
-1,476
| -6% | -$141K | 0.18% | 136 |
|
|
2022
Q2 | $2.48M | Sell |
24,402
-11,086
| -31% | -$1.12M | 0.2% | 127 |
|
|
2022
Q1 | $3.72M | Buy |
35,488
+11,716
| +49% | +$1.23M | 0.25% | 101 |
|
|
2021
Q4 | $2.52M | Buy |
23,772
+19,311
| +433% | +$2.04M | 0.16% | 147 |
|
|
2021
Q3 | $471K | Buy |
4,461
+1,044
| +31% | +$110K | 0.03% | 484 |
|
|
2021
Q2 | $363K | Buy |
+3,417
| New | +$363K | 0.02% | 548 |
|