Lake Hills 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
Q2 | $5.56M | Buy |
54,008
+8,595
| +19% | +$885K | 3.18% | 12 |
|
|
2025
Q1 | $4.7M | Buy |
45,413
+16,976
| +60% | +$1.76M | 3.24% | 14 |
|
|
2024
Q4 | $2.86M | Sell |
28,437
-4,072
| -13% | -$410K | 1.95% | 21 |
|
|
2024
Q3 | $3.29M | Sell |
32,509
-29
| -0.1% | -$2.94K | 2.2% | 18 |
|
|
2024
Q2 | $3.24M | Buy |
32,538
+2,066
| +7% | +$206K | 2.32% | 16 |
|
|
2024
Q1 | $3.03M | Sell |
30,472
-32,382
| -52% | -$3.22M | 2.73% | 14 |
|
|
2023
Q4 | $6.2M | Buy |
62,854
+55,898
| +804% | +$5.51M | 6.2% | 4 |
|
|
2023
Q3 | $674K | Buy |
6,956
+245
| +4% | +$23.7K | 0.68% | 24 |
|
|
2023
Q2 | $655K | Buy |
+6,711
| New | +$655K | 0.71% | 30 |
|
|
2023
Q1 | – | Sell |
-39,806
| Closed | -$3.86M | – | 38 |
|
|
2022
Q4 | $3.86M | Buy |
+39,806
| New | +$3.86M | 3.85% | 9 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 21 |
|