Jones Financial Companies’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 | $3.91M | Buy |
37,985
+13,582
| +56% | +$1.4M | ﹤0.01% | 554 |
|
|
2025
Q1 | $2.52M | Buy |
24,403
+7,101
| +41% | +$734K | ﹤0.01% | 599 |
|
|
2024
Q4 | $1.74M | Buy |
17,302
+5,366
| +45% | +$540K | ﹤0.01% | 595 |
|
|
2024
Q3 | $1.21M | Buy |
11,936
+6,545
| +121% | +$664K | ﹤0.01% | 556 |
|
|
2024
Q2 | $536K | Buy |
5,391
+750
| +16% | +$74.6K | ﹤0.01% | 546 |
|
|
2024
Q1 | $461K | Buy |
4,641
+1,682
| +57% | +$167K | ﹤0.01% | 340 |
|
|
2023
Q4 | $292K | Buy |
+2,959
| New | +$292K | ﹤0.01% | 288 |
|
|
2022
Q4 | – | Sell |
-116
| Closed | -$11K | – | 775 |
|
|
2022
Q3 | $11K | Buy |
+116
| New | +$11K | ﹤0.01% | 418 |
|