Meridian 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 | $463K | Buy |
4,501
+394
| +10% | +$40.5K | 0.02% | 463 |
|
|
2025
Q1 | $425K | Sell |
4,107
-172
| -4% | -$17.8K | 0.02% | 440 |
|
|
2024
Q4 | $430K | Sell |
4,279
-1
| -0% | -$101 | 0.02% | 441 |
|
|
2024
Q3 | $434K | Sell |
4,280
-55
| -1% | -$5.57K | 0.02% | 438 |
|
|
2024
Q2 | $431K | Buy |
+4,335
| New | +$431K | 0.05% | 190 |
|
|
2024
Q1 | – | Sell |
-4,961
| Closed | -$489K | – | 499 |
|
|
2023
Q4 | $489K | Sell |
4,961
-26
| -0.5% | -$2.56K | 0.03% | 387 |
|
|
2023
Q3 | $483K | Buy |
4,987
+179
| +4% | +$17.3K | 0.03% | 373 |
|
|
2023
Q2 | $469K | Sell |
4,808
-13,072
| -73% | -$1.28M | 0.04% | 339 |
|
|
2023
Q1 | $1.77M | Sell |
17,880
-812
| -4% | -$80.6K | 0.15% | 139 |
|
|
2022
Q4 | $1.81M | Buy |
18,692
+2,704
| +17% | +$262K | 0.18% | 125 |
|
|
2022
Q3 | $1.54M | Buy |
15,988
+362
| +2% | +$34.8K | 0.17% | 130 |
|
|
2022
Q2 | $1.59M | Sell |
15,626
-848
| -5% | -$86K | 0.13% | 174 |
|
|
2022
Q1 | $1.73M | Sell |
16,474
-197
| -1% | -$20.7K | 0.19% | 104 |
|
|
2021
Q4 | $1.77M | Buy |
16,671
+9,892
| +146% | +$1.05M | 0.19% | 102 |
|
|
2021
Q3 | $716K | Buy |
6,779
+1,773
| +35% | +$187K | 0.09% | 185 |
|
|
2021
Q2 | $532K | Buy |
5,006
+2,644
| +112% | +$281K | 0.07% | 216 |
|
|
2021
Q1 | $250K | Buy |
+2,362
| New | +$250K | 0.04% | 306 |
|