Oxford Financial Group’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
$15.6K Buy
+152
New +$15.6K ﹤0.01% 248
2024
Q1
Sell
-132
Closed -$13K 301
2023
Q4
$13K Buy
+132
New +$13K ﹤0.01% 282
2023
Q1
Sell
-970
Closed -$94.1K 278
2022
Q4
$94.1K Buy
+970
New +$94.1K 0.01% 201