Lutz Financial Services’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 | $7.18M | Buy |
69,792
+4,363
| +7% | +$449K | 0.56% | 38 |
|
|
2025
Q1 | $6.77M | Buy |
65,429
+5,943
| +10% | +$615K | 0.55% | 37 |
|
|
2024
Q4 | $5.98M | Buy |
59,486
+5,399
| +10% | +$543K | 0.48% | 38 |
|
|
2024
Q3 | $5.48M | Buy |
54,087
+12,210
| +29% | +$1.24M | 0.44% | 40 |
|
|
2024
Q2 | $4.17M | Buy |
41,877
+10,129
| +32% | +$1.01M | 0.36% | 47 |
|
|
2024
Q1 | $3.16M | Buy |
31,748
+6,496
| +26% | +$646K | 0.28% | 48 |
|
|
2023
Q4 | $2.49M | Buy |
25,252
+17,384
| +221% | +$1.71M | 0.23% | 51 |
|
|
2023
Q3 | $763K | Buy |
7,868
+5,538
| +238% | +$537K | 0.08% | 57 |
|
|
2023
Q2 | $227K | Buy |
+2,330
| New | +$227K | 0.02% | 77 |
|
|
2020
Q1 | – | Sell |
-9,905
| Closed | -$997K | – | 68 |
|
|
2019
Q4 | $997K | Buy |
9,905
+6
| +0.1% | +$604 | 0.18% | 44 |
|
|
2019
Q3 | $992K | Sell |
9,899
-418
| -4% | -$41.9K | 0.19% | 44 |
|
|
2019
Q2 | $1.04M | Buy |
10,317
+6,671
| +183% | +$671K | 0.2% | 43 |
|
|
2019
Q1 | $363K | Sell |
3,646
-4,138
| -53% | -$412K | 0.07% | 53 |
|
|
2018
Q4 | $763K | Buy |
+7,784
| New | +$763K | 0.17% | 45 |
|