IFP Advisors’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 | $4.8M | Buy |
46,673
+16,857
| +57% | +$1.73M | 0.14% | 166 |
|
|
2025
Q1 | $3.09M | Buy |
29,816
+22,428
| +304% | +$2.32M | 0.1% | 241 |
|
|
2024
Q4 | $743K | Buy |
7,388
+4,715
| +176% | +$474K | 0.02% | 607 |
|
|
2024
Q3 | $271K | Buy |
2,673
+1,822
| +214% | +$185K | 0.01% | 941 |
|
|
2024
Q2 | $84.7K | Sell |
851
-22,406
| -96% | -$2.23M | ﹤0.01% | 1435 |
|
|
2024
Q1 | $2.31M | Sell |
23,257
-628
| -3% | -$62.4K | 0.1% | 224 |
|
|
2023
Q4 | $2.35M | Buy |
23,885
+22,817
| +2,136% | +$2.25M | 0.11% | 202 |
|
|
2023
Q3 | $103K | Sell |
1,068
-678
| -39% | -$65.7K | ﹤0.01% | 1238 |
|
|
2023
Q2 | $170K | Sell |
1,746
-961
| -36% | -$93.8K | 0.01% | 1099 |
|
|
2023
Q1 | $271K | Sell |
2,707
-106,443
| -98% | -$10.7M | 0.01% | 820 |
|
|
2022
Q4 | $11M | Sell |
109,150
-15,437
| -12% | -$1.56M | 0.29% | 68 |
|
|
2022
Q3 | $12.6M | Buy |
124,587
+31,820
| +34% | +$3.21M | 0.33% | 51 |
|
|
2022
Q2 | $9.38M | Hold |
92,767
| – | – | 0.3% | 71 |
|
|
2022
Q1 | $9.38M | Buy |
92,767
+90,829
| +4,687% | +$9.19M | 0.3% | 71 |
|
|
2021
Q4 | $206K | Buy |
1,938
+378
| +24% | +$40.2K | ﹤0.01% | 922 |
|
|
2021
Q3 | $166K | Sell |
1,560
-17,314
| -92% | -$1.84M | ﹤0.01% | 1025 |
|
|
2021
Q2 | $2.01M | Buy |
18,874
+16,837
| +827% | +$1.79M | 0.04% | 239 |
|
|
2021
Q1 | $216K | Sell |
2,037
-17,843
| -90% | -$1.89M | ﹤0.01% | 797 |
|
|
2020
Q4 | $2.08M | Buy |
19,880
+16,897
| +566% | +$1.77M | 0.08% | 205 |
|
|
2020
Q3 | $310K | Sell |
2,983
-846
| -22% | -$87.9K | 0.02% | 563 |
|
|
2020
Q2 | $389K | Sell |
3,829
-3,161
| -45% | -$321K | 0.03% | 469 |
|
|
2020
Q1 | $701K | Sell |
6,990
-611
| -8% | -$61.3K | 0.07% | 279 |
|
|
2019
Q4 | $765K | Sell |
7,601
-1,101
| -13% | -$111K | 0.06% | 336 |
|
|
2019
Q3 | $874K | Buy |
+8,702
| New | +$874K | 0.06% | 335 |
|
|
2019
Q1 | $197K | Sell |
1,989
-13,804
| -87% | -$1.37M | 0.03% | 479 |
|
|
2018
Q4 | $1.55M | Buy |
15,793
+9,157
| +138% | +$897K | 0.09% | 235 |
|
|
2018
Q3 | $656K | Buy |
6,636
+1,694
| +34% | +$167K | 0.03% | 572 |
|
|
2018
Q2 | $493K | Buy |
4,942
+1,920
| +64% | +$192K | 0.02% | 663 |
|
|
2018
Q1 | $302K | Hold |
3,022
| – | – | 0.01% | 819 |
|
|
2017
Q4 | $302K | Sell |
3,022
-238
| -7% | -$23.8K | 0.01% | 817 |
|
|
2017
Q3 | $327K | Buy |
3,260
+342
| +12% | +$34.3K | 0.01% | 882 |
|
|
2017
Q2 | $293K | Buy |
2,918
+2,060
| +240% | +$207K | 0.01% | 916 |
|
|
2017
Q1 | $87K | Sell |
858
-646
| -43% | -$65.5K | ﹤0.01% | 1567 |
|
|
2016
Q4 | $151K | Buy |
1,504
+361
| +32% | +$36.2K | 0.01% | 1196 |
|
|
2016
Q3 | $116K | Sell |
1,143
-660
| -37% | -$67K | 0.01% | 1283 |
|
|
2016
Q2 | $183K | Sell |
1,803
-186
| -9% | -$18.9K | 0.01% | 1013 |
|
|
2016
Q1 | $197K | Buy |
1,989
+909
| +84% | +$90K | 0.03% | 479 |
|
|
2015
Q4 | $107K | Buy |
+1,080
| New | +$107K | 0.01% | 1137 |
|