Golden State Equity Partners’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 | – | Sell |
-3,393
| Closed | -$351K | – | 476 |
|
|
2025
Q1 | $351K | Buy |
3,393
+375
| +12% | +$38.8K | 0.07% | 311 |
|
|
2024
Q4 | $304K | Buy |
+3,018
| New | +$304K | 0.06% | 334 |
|
|
2024
Q3 | – | Sell |
-2,898
| Closed | -$288K | – | 898 |
|
|
2024
Q2 | $288K | Buy |
+2,898
| New | +$288K | 0.06% | 330 |
|
|
2023
Q4 | $233K | Sell |
2,366
-1,433
| -38% | -$141K | 0.06% | 320 |
|
|
2023
Q3 | $368K | Sell |
3,799
-160
| -4% | -$15.5K | 0.1% | 211 |
|
|
2023
Q2 | $386K | Sell |
3,959
-2,982
| -43% | -$291K | 0.11% | 220 |
|
|
2023
Q1 | $689K | Buy |
+6,941
| New | +$689K | 0.37% | 76 |
|
|
2022
Q1 | $971K | Buy |
+9,250
| New | +$971K | 0.49% | 60 |
|