Mayflower Financial 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 | $596K | Buy |
5,794
+1,820
| +46% | +$187K | 0.08% | 213 |
|
|
2025
Q1 | $411K | Buy |
3,974
+1,019
| +34% | +$105K | 0.06% | 257 |
|
|
2024
Q4 | $297K | Sell |
2,955
-93
| -3% | -$9.35K | 0.04% | 296 |
|
|
2024
Q3 | $309K | Sell |
3,048
-23
| -0.7% | -$2.33K | 0.05% | 288 |
|
|
2024
Q2 | $306K | Buy |
3,071
+11
| +0.4% | +$1.09K | 0.05% | 279 |
|
|
2024
Q1 | $304K | Sell |
3,060
-77
| -2% | -$7.66K | 0.05% | 282 |
|
|
2023
Q4 | $309K | Sell |
3,137
-2,126
| -40% | -$210K | 0.04% | 257 |
|
|
2023
Q3 | $510K | Buy |
5,263
+2,319
| +79% | +$225K | 0.08% | 187 |
|
|
2023
Q2 | $287K | Hold |
2,944
| – | – | 0.04% | 276 |
|
|
2023
Q1 | $292K | Sell |
2,944
-170
| -5% | -$16.9K | 0.04% | 270 |
|
|
2022
Q4 | $302K | Sell |
3,114
-879
| -22% | -$85.2K | 0.04% | 261 |
|
|
2022
Q3 | $384K | Buy |
3,993
+939
| +31% | +$90.3K | 0.06% | 221 |
|
|
2022
Q2 | $310K | Hold |
3,054
| – | – | 0.05% | 246 |
|
|
2022
Q1 | $320K | Hold |
3,054
| – | – | 0.04% | 255 |
|
|
2021
Q4 | $323K | Hold |
3,054
| – | – | 0.04% | 254 |
|
|
2021
Q3 | $323K | Sell |
3,054
-19
| -0.6% | -$2.01K | 0.04% | 247 |
|
|
2021
Q2 | $327K | Hold |
3,073
| – | – | 0.05% | 228 |
|
|
2021
Q1 | $325K | Hold |
3,073
| – | – | 0.05% | 219 |
|
|
2020
Q4 | $321K | Buy |
+3,073
| New | +$321K | 0.06% | 199 |
|