Larson Financial Group’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 | $17.6K | Buy |
171
+3
| +2% | +$308 | ﹤0.01% | 1540 |
|
|
2025
Q1 | $17.4K | Sell |
168
-4
| -2% | -$414 | ﹤0.01% | 1409 |
|
|
2024
Q4 | $17.3K | Buy |
172
+1
| +0.6% | +$101 | ﹤0.01% | 1267 |
|
|
2024
Q3 | $17.4K | Sell |
171
-99
| -37% | -$10.1K | ﹤0.01% | 1262 |
|
|
2024
Q2 | $26.9K | Buy |
270
+265
| +5,300% | +$26.4K | ﹤0.01% | 973 |
|
|
2024
Q1 | $469 | Sell |
5
-22
| -81% | -$2.06K | ﹤0.01% | 1560 |
|
|
2023
Q4 | $2.63K | Hold |
27
| – | – | ﹤0.01% | 1319 |
|
|
2023
Q3 | $2.59K | Buy |
27
+5
| +23% | +$480 | ﹤0.01% | 1306 |
|
|
2023
Q2 | $2.15K | Sell |
22
-1
| -4% | -$98 | ﹤0.01% | 1252 |
|
|
2023
Q1 | $2.28K | Buy |
23
+1
| +5% | +$99 | ﹤0.01% | 1223 |
|
|
2022
Q4 | $2.13K | Buy |
22
+2
| +10% | +$194 | ﹤0.01% | 1182 |
|
|
2022
Q3 | $2K | Sell |
20
-32
| -62% | -$3.2K | ﹤0.01% | 1146 |
|
|
2022
Q2 | $5K | Buy |
52
+32
| +160% | +$3.08K | ﹤0.01% | 882 |
|
|
2022
Q1 | $2K | Hold |
20
| – | – | ﹤0.01% | 937 |
|
|
2021
Q4 | $2K | Hold |
20
| – | – | ﹤0.01% | 971 |
|
|
2021
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 795 |
|
|
2021
Q2 | $2K | Sell |
20
-102
| -84% | -$10.2K | ﹤0.01% | 737 |
|
|
2021
Q1 | $13K | Hold |
122
| – | – | ﹤0.01% | 493 |
|
|
2020
Q4 | $13K | Hold |
122
| – | – | ﹤0.01% | 459 |
|
|
2020
Q3 | $13K | Buy |
122
+20
| +20% | +$2.13K | 0.01% | 400 |
|
|
2020
Q2 | $10K | Hold |
102
| – | – | ﹤0.01% | 404 |
|
|
2020
Q1 | $10K | Hold |
102
| – | – | 0.01% | 296 |
|
|
2019
Q4 | $10K | Buy |
102
+32
| +46% | +$3.14K | 0.01% | 300 |
|
|
2019
Q3 | $7K | Hold |
70
| – | – | ﹤0.01% | 344 |
|
|
2019
Q2 | $7K | Sell |
70
-27
| -28% | -$2.7K | 0.01% | 285 |
|
|
2019
Q1 | $10K | Hold |
97
| – | – | 0.01% | 240 |
|
|
2018
Q4 | $10K | Buy |
+97
| New | +$10K | 0.01% | 224 |
|