Iron Horse 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
Q1 | – | Sell |
-130
| Closed | -$13.1K | – | 637 |
|
|
2024
Q4 | $13.1K | Hold |
130
| – | – | ﹤0.01% | 212 |
|
|
2024
Q3 | $13.2K | Sell |
130
-290
| -69% | -$29.4K | ﹤0.01% | 215 |
|
|
2024
Q2 | $41.8K | Hold |
420
| – | – | 0.02% | 113 |
|
|
2024
Q1 | $41.8K | Hold |
420
| – | – | 0.02% | 97 |
|
|
2023
Q4 | $41.4K | Sell |
420
-200
| -32% | -$19.7K | 0.02% | 86 |
|
|
2023
Q3 | $60.1K | Hold |
620
| – | – | 0.03% | 72 |
|
|
2023
Q2 | $60.5K | Sell |
620
-33
| -5% | -$3.22K | 0.03% | 72 |
|
|
2023
Q1 | $64.8K | Buy |
653
+33
| +5% | +$3.28K | 0.03% | 69 |
|
|
2022
Q4 | $60K | Hold |
620
| – | – | 0.03% | 72 |
|
|
2022
Q3 | $60K | Sell |
620
-1,300
| -68% | -$126K | 0.09% | 38 |
|
|
2022
Q2 | $195K | Buy |
1,920
+925
| +93% | +$93.9K | 0.11% | 34 |
|
|
2022
Q1 | $104K | Buy |
+995
| New | +$104K | 0.06% | 56 |
|