Perfromance Wealth 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 | $5.52M | Sell |
53,639
-380
| -0.7% | -$39.1K | 0.18% | 28 |
|
|
2025
Q1 | $5.59M | Sell |
54,019
-62
| -0.1% | -$6.42K | 0.2% | 27 |
|
|
2024
Q4 | $5.44M | Buy |
54,081
+702
| +1% | +$70.6K | 0.17% | 26 |
|
|
2024
Q3 | $5.41M | Buy |
53,379
+57
| +0.1% | +$5.78K | 0.19% | 26 |
|
|
2024
Q2 | $5.3M | Sell |
53,322
-6,269
| -11% | -$624K | 0.2% | 24 |
|
|
2024
Q1 | $5.93M | Sell |
59,591
-2,760
| -4% | -$274K | 0.25% | 30 |
|
|
2023
Q4 | $6.15M | Buy |
62,351
+4,818
| +8% | +$475K | 0.27% | 29 |
|
|
2023
Q3 | $5.58M | Buy |
57,533
+8,019
| +16% | +$777K | 0.27% | 32 |
|
|
2023
Q2 | $4.8M | Buy |
49,514
+7,547
| +18% | +$731K | 0.22% | 37 |
|
|
2023
Q1 | $4.16M | Buy |
41,967
+29,641
| +240% | +$2.94M | 0.21% | 37 |
|
|
2022
Q4 | $1.2M | Buy |
+12,326
| New | +$1.2M | 0.07% | 65 |
|