Horizons Wealth 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 | $131K | Buy |
1,276
+270
| +27% | +$27.8K | 0.09% | 71 |
|
|
2025
Q1 | $104K | Hold |
1,006
| – | – | 0.08% | 77 |
|
|
2024
Q4 | $101K | Sell |
1,006
-593
| -37% | -$59.7K | 0.08% | 74 |
|
|
2024
Q3 | $162K | Sell |
1,599
-266
| -14% | -$27K | 0.12% | 66 |
|
|
2024
Q2 | $185K | Hold |
1,865
| – | – | 0.15% | 62 |
|
|
2024
Q1 | $184K | Hold |
1,865
| – | – | 0.12% | 64 |
|
|
2023
Q4 | $184K | Sell |
1,865
-160
| -8% | -$15.8K | 0.12% | 64 |
|
|
2023
Q3 | $196K | Hold |
2,025
| – | – | 0.14% | 61 |
|
|
2023
Q2 | $198K | Sell |
2,025
-99
| -5% | -$9.66K | 0.14% | 64 |
|
|
2023
Q1 | $211K | Sell |
2,124
-24
| -1% | -$2.38K | 0.15% | 58 |
|
|
2022
Q4 | $208K | Sell |
2,148
-937
| -30% | -$90.7K | 0.17% | 57 |
|
|
2022
Q3 | $296K | Hold |
3,085
| – | – | 0.27% | 40 |
|
|
2022
Q2 | $312K | Buy |
+3,085
| New | +$312K | 0.26% | 41 |
|