Montecito Bank & Trust’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
Q1 | $1.94M | Buy |
18,730
+13,530
| +260% | +$1.4M | 0.34% | 68 |
|
|
2024
Q4 | $523K | Buy |
+5,200
| New | +$523K | 0.09% | 195 |
|
|
2023
Q3 | – | Sell |
-3,600
| Closed | -$351K | – | 245 |
|
|
2023
Q2 | $351K | Sell |
3,600
-422
| -10% | -$41.2K | 0.08% | 190 |
|
|
2023
Q1 | $399K | Sell |
4,022
-8,616
| -68% | -$855K | 0.1% | 181 |
|
|
2022
Q4 | $1.23M | Sell |
12,638
-1,313
| -9% | -$127K | 0.3% | 86 |
|
|
2022
Q3 | $1.34M | Buy |
13,951
+2,494
| +22% | +$240K | 0.35% | 71 |
|
|
2022
Q2 | $1.16M | Buy |
11,457
+5,613
| +96% | +$569K | 0.28% | 89 |
|
|
2022
Q1 | $613K | Buy |
+5,844
| New | +$613K | 0.11% | 166 |
|