HHRDM
H&H Retirement Design & Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.77M | Buy |
17,220
+1,442
| +9% | +$149K | 0.97% | 21 |
|
|
2025
Q1 | $1.62M | Sell |
15,778
-407
| -3% | -$41.8K | 1.08% | 21 |
|
|
2024
Q4 | $1.65M | Sell |
16,185
-380
| -2% | -$38.8K | 1% | 21 |
|
|
2024
Q3 | $1.67M | Buy |
16,565
+1,010
| +6% | +$102K | 0.99% | 21 |
|
|
2024
Q2 | $1.55M | Buy |
15,555
+137
| +0.9% | +$13.6K | 0.95% | 22 |
|
|
2024
Q1 | $1.53M | Sell |
15,418
-3,066
| -17% | -$304K | 1.01% | 22 |
|
|
2023
Q4 | $1.82M | Buy |
+18,484
| New | +$1.82M | 1.15% | 23 |
|