Howe & Rusling’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
Q1 | – | Sell |
-104
| Closed | -$10.5K | – | 471 |
|
|
2024
Q4 | $10.5K | Buy |
+104
| New | +$10.5K | ﹤0.01% | 376 |
|
|
2024
Q3 | – | Sell |
-571
| Closed | -$56.8K | – | 424 |
|
|
2024
Q2 | $56.8K | Sell |
571
-200
| -26% | -$19.9K | 0.01% | 285 |
|
|
2024
Q1 | $76.7K | Sell |
771
-275
| -26% | -$27.3K | 0.01% | 277 |
|
|
2023
Q4 | $103K | Sell |
1,046
-393
| -27% | -$38.7K | 0.01% | 245 |
|
|
2023
Q3 | $139K | Sell |
1,439
-684
| -32% | -$66.3K | 0.02% | 228 |
|
|
2023
Q2 | $207K | Buy |
2,123
+1,880
| +774% | +$183K | 0.02% | 219 |
|
|
2023
Q1 | $24.1K | Buy |
+243
| New | +$24.1K | ﹤0.01% | 260 |
|