Gladstone Institutional 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 | $312K | Sell |
3,027
-1,598
| -35% | -$164K | 0.01% | 601 |
|
|
2025
Q1 | $479K | Sell |
4,625
-8,317
| -64% | -$861K | 0.02% | 478 |
|
|
2024
Q4 | $1.3M | Sell |
12,942
-9,242
| -42% | -$930K | 0.06% | 292 |
|
|
2024
Q3 | $2.25M | Buy |
+22,184
| New | +$2.25M | 0.11% | 207 |
|
|
2023
Q1 | – | Sell |
-4,043
| Closed | -$392K | – | 707 |
|
|
2022
Q4 | $392K | Buy |
4,043
+1,400
| +53% | +$136K | 0.03% | 446 |
|
|
2022
Q3 | $254K | Sell |
2,643
-3,115
| -54% | -$299K | 0.02% | 536 |
|
|
2022
Q2 | $584K | Buy |
5,758
+2,870
| +99% | +$291K | 0.05% | 379 |
|
|
2022
Q1 | $303K | Buy |
+2,888
| New | +$303K | 0.02% | 547 |
|