NFP Retirement Inc’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 | $3.63M | Buy |
35,229
+18,325
| +108% | +$1.89M | 0.24% | 65 |
|
|
2025
Q1 | $1.75M | Sell |
16,904
-361
| -2% | -$37.4K | 0.14% | 84 |
|
|
2024
Q4 | $1.74M | Buy |
17,265
+3,452
| +25% | +$347K | 0.14% | 86 |
|
|
2024
Q3 | $1.4M | Buy |
13,813
+148
| +1% | +$15K | 0.11% | 102 |
|
|
2024
Q2 | $1.36M | Sell |
13,665
-1,262
| -8% | -$126K | 0.11% | 100 |
|
|
2024
Q1 | $1.48M | Sell |
14,927
-874
| -6% | -$86.9K | 0.13% | 98 |
|
|
2023
Q4 | $1.56M | Sell |
15,801
-5,381
| -25% | -$531K | 0.26% | 74 |
|
|
2023
Q3 | $2.05M | Sell |
21,182
-4,235
| -17% | -$410K | 0.39% | 59 |
|
|
2023
Q2 | $2.48M | Buy |
25,417
+1,183
| +5% | +$115K | 0.46% | 52 |
|
|
2023
Q1 | $2.4M | Sell |
24,234
-4,635
| -16% | -$460K | 0.48% | 51 |
|
|
2022
Q4 | $2.8M | Sell |
28,869
-2,685
| -9% | -$260K | 0.61% | 40 |
|
|
2022
Q3 | $3.03M | Sell |
31,554
-11,522
| -27% | -$1.11M | 0.75% | 39 |
|
|
2022
Q2 | $4.37M | Buy |
43,076
+12,441
| +41% | +$1.26M | 1.11% | 25 |
|
|
2022
Q1 | $3.21M | Sell |
30,635
-320
| -1% | -$33.6K | 0.76% | 40 |
|
|
2021
Q4 | $3.28M | Buy |
30,955
+16,103
| +108% | +$1.71M | 1.17% | 21 |
|
|
2021
Q3 | $1.57M | Buy |
14,852
+2,281
| +18% | +$241K | 0.64% | 34 |
|
|
2021
Q2 | $1.34M | Buy |
+12,571
| New | +$1.34M | 0.52% | 41 |
|