Market Street Wealth Management Advisors’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 | $347K | Buy |
3,371
+71
| +2% | +$7.31K | 0.06% | 81 |
|
|
2025
Q1 | $341K | Buy |
3,300
+23
| +0.7% | +$2.38K | 0.06% | 80 |
|
|
2024
Q4 | $330K | Buy |
3,277
+45
| +1% | +$4.53K | 0.06% | 79 |
|
|
2024
Q3 | $327K | Buy |
3,232
+364
| +13% | +$36.9K | 0.05% | 82 |
|
|
2024
Q2 | $285K | Buy |
2,868
+76
| +3% | +$7.56K | 0.05% | 83 |
|
|
2024
Q1 | $278K | Buy |
2,792
+12
| +0.4% | +$1.19K | 0.05% | 87 |
|
|
2023
Q4 | $274K | Buy |
2,780
+81
| +3% | +$7.99K | 0.06% | 88 |
|
|
2023
Q3 | $262K | Buy |
2,699
+81
| +3% | +$7.85K | 0.07% | 89 |
|
|
2023
Q2 | $256K | Sell |
2,618
-2,364
| -47% | -$231K | 0.06% | 86 |
|
|
2023
Q1 | $494K | Sell |
4,982
-482
| -9% | -$47.8K | 0.13% | 74 |
|
|
2022
Q4 | $530K | Buy |
5,464
+2,585
| +90% | +$251K | 0.15% | 71 |
|
|
2022
Q3 | $277K | Sell |
2,879
-4,491
| -61% | -$432K | 0.09% | 82 |
|
|
2022
Q2 | $748K | Buy |
+7,370
| New | +$748K | 0.23% | 60 |
|