Journey Strategic Wealth’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 |
-2,139
| Closed | -$215K | – | 540 |
|
|
2024
Q4 | $215K | Sell |
2,139
-27
| -1% | -$2.72K | 0.01% | 446 |
|
|
2024
Q3 | $220K | Buy |
2,166
+96
| +5% | +$9.73K | 0.01% | 444 |
|
|
2024
Q2 | $206K | Buy |
+2,070
| New | +$206K | 0.01% | 362 |
|
|
2023
Q1 | – | Sell |
-12,999
| Closed | -$1.26M | – | 284 |
|
|
2022
Q4 | $1.26M | Buy |
12,999
+2,376
| +22% | +$230K | 0.15% | 49 |
|
|
2022
Q3 | $1.02M | Buy |
+10,623
| New | +$1.02M | 0.14% | 39 |
|