ORG Partners’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 | $539K | Buy |
5,262
+1,163
| +28% | +$119K | 0.12% | 157 |
|
|
2025
Q1 | $421K | Sell |
4,099
-8
| -0.2% | -$822 | 0.1% | 161 |
|
|
2024
Q4 | $413K | Buy |
4,107
+20
| +0.5% | +$2.01K | 0.06% | 213 |
|
|
2024
Q3 | $414K | Buy |
4,087
+271
| +7% | +$27.5K | 0.07% | 192 |
|
|
2024
Q2 | $378K | Buy |
+3,816
| New | +$378K | 0.05% | 288 |
|
|
2024
Q1 | – | Sell |
-2,694
| Closed | -$266K | – | 1047 |
|
|
2023
Q4 | $266K | Buy |
2,694
+194
| +8% | +$19.1K | 0.04% | 258 |
|
|
2023
Q3 | $242K | Sell |
2,500
-102
| -4% | -$9.89K | 0.07% | 255 |
|
|
2023
Q2 | $253K | Buy |
+2,602
| New | +$253K | 0.04% | 325 |
|