Focus Partners 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 | $3.7M | Buy |
35,915
+7,123
| +25% | +$733K | 0.01% | 758 |
|
|
2025
Q1 | $2.98M | Sell |
28,792
-1,718
| -6% | -$178K | 0.01% | 748 |
|
|
2024
Q4 | $3.07M | Buy |
30,510
+1,765
| +6% | +$178K | 0.01% | 741 |
|
|
2024
Q3 | $2.91M | Buy |
28,745
+22,283
| +345% | +$2.26M | 0.01% | 683 |
|
|
2024
Q2 | $643K | Buy |
6,462
+21
| +0.3% | +$2.09K | ﹤0.01% | 895 |
|
|
2024
Q1 | $640K | Buy |
+6,441
| New | +$640K | 0.01% | 674 |
|