IHT Wealth 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 | $755K | Buy |
7,337
+2,986
| +69% | +$307K | 0.02% | 578 |
|
|
2025
Q1 | $450K | Sell |
4,351
-1,183
| -21% | -$122K | 0.01% | 709 |
|
|
2024
Q4 | $557K | Sell |
5,534
-10,398
| -65% | -$1.05M | 0.02% | 648 |
|
|
2024
Q3 | $1.61M | Buy |
15,932
+7,048
| +79% | +$714K | 0.05% | 377 |
|
|
2024
Q2 | $884K | Buy |
8,884
+2,052
| +30% | +$204K | 0.03% | 463 |
|
|
2024
Q1 | $679K | Buy |
+6,832
| New | +$679K | 0.03% | 540 |
|
|
2022
Q4 | – | Sell |
-2,635
| Closed | -$253K | – | 938 |
|
|
2022
Q3 | $253K | Sell |
2,635
-93
| -3% | -$8.93K | 0.02% | 682 |
|
|
2022
Q2 | $277K | Buy |
+2,728
| New | +$277K | 0.02% | 552 |
|
|
2021
Q3 | – | Sell |
-5,084
| Closed | -$540K | – | 958 |
|
|
2021
Q2 | $540K | Buy |
5,084
+1,794
| +55% | +$191K | 0.03% | 511 |
|
|
2021
Q1 | $348K | Buy |
+3,290
| New | +$348K | 0.03% | 581 |
|
|
2020
Q2 | – | Sell |
-3,160
| Closed | -$316K | – | 637 |
|
|
2020
Q1 | $316K | Sell |
3,160
-812
| -20% | -$81.2K | 0.05% | 386 |
|
|
2019
Q4 | $400K | Sell |
3,972
-464
| -10% | -$46.7K | 0.05% | 368 |
|
|
2019
Q3 | $444K | Buy |
4,436
+1,371
| +45% | +$137K | 0.06% | 339 |
|
|
2019
Q2 | $308K | Buy |
3,065
+172
| +6% | +$17.3K | 0.04% | 391 |
|
|
2019
Q1 | $288K | Buy |
+2,893
| New | +$288K | 0.05% | 373 |
|
|
2018
Q2 | – | Sell |
-670
| Closed | -$67K | – | 1230 |
|
|
2018
Q1 | $67K | Hold |
670
| – | – | 0.02% | 594 |
|
|
2017
Q4 | $67K | Hold |
670
| – | – | 0.02% | 608 |
|
|
2017
Q3 | $67K | Hold |
670
| – | – | 0.03% | 441 |
|
|
2017
Q2 | $10 | Hold |
670
| – | – | ﹤0.01% | 984 |
|
|
2017
Q1 | $68K | Buy |
+670
| New | +$68K | 0.05% | 353 |
|