North Ridge Wealth 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 | $467K | Sell |
4,539
-1
| -0% | -$103 | 0.29% | 33 |
|
|
2025
Q1 | $470K | Hold |
4,540
| – | – | 0.31% | 29 |
|
|
2024
Q4 | $457K | Sell |
4,540
-1,530
| -25% | -$154K | 0.32% | 30 |
|
|
2024
Q3 | $615K | Sell |
6,070
-44
| -0.7% | -$4.46K | 0.42% | 27 |
|
|
2024
Q2 | $608K | Buy |
6,114
+198
| +3% | +$19.7K | 0.46% | 26 |
|
|
2024
Q1 | $588K | Sell |
5,916
-134
| -2% | -$13.3K | 0.46% | 27 |
|
|
2023
Q4 | $597K | Sell |
6,050
-1,955
| -24% | -$193K | 0.5% | 28 |
|
|
2023
Q3 | $776K | Buy |
8,005
+446
| +6% | +$43.2K | 0.76% | 23 |
|
|
2023
Q2 | $738K | Hold |
7,559
| – | – | 0.71% | 24 |
|
|
2023
Q1 | $750K | Buy |
+7,559
| New | +$750K | 0.75% | 23 |
|