Horst & Graben 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 | $2.63M | Buy |
+25,592
| New | +$2.63M | 0.44% | 41 |
|
|
2023
Q2 | – | Sell |
-2,058
| Closed | -$204K | – | 136 |
|
|
2023
Q1 | $204K | Sell |
2,058
-4,536
| -69% | -$450K | 0.05% | 125 |
|
|
2022
Q4 | $639K | Sell |
6,594
-1,133
| -15% | -$110K | 0.17% | 68 |
|
|
2022
Q3 | $743K | Sell |
7,727
-11,858
| -61% | -$1.14M | 0.21% | 58 |
|
|
2022
Q2 | $1.99M | Sell |
19,585
-510
| -3% | -$51.7K | 0.54% | 34 |
|
|
2022
Q1 | $2.11M | Sell |
20,095
-81,008
| -80% | -$8.5M | 0.52% | 33 |
|
|
2021
Q4 | $10.7M | Sell |
101,103
-4,320
| -4% | -$457K | 2.68% | 13 |
|
|
2021
Q3 | $11.1M | Buy |
105,423
+4,531
| +4% | +$479K | 3.07% | 11 |
|
|
2021
Q2 | $10.7M | Buy |
+100,892
| New | +$10.7M | 2.99% | 12 |
|