Physician 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 | $4.11M | Buy |
39,977
+7,390
| +23% | +$761K | 0.65% | 33 |
|
|
2025
Q1 | $3.37M | Buy |
32,587
+207
| +0.6% | +$21.4K | 0.58% | 35 |
|
|
2024
Q4 | $3.26M | Buy |
32,380
+2,783
| +9% | +$280K | 0.55% | 35 |
|
|
2024
Q3 | $2.99M | Buy |
29,597
+141
| +0.5% | +$14.2K | 0.54% | 34 |
|
|
2024
Q2 | $2.93M | Buy |
29,456
+825
| +3% | +$82.2K | 0.54% | 35 |
|
|
2024
Q1 | $2.84M | Buy |
28,631
+1,043
| +4% | +$103K | 0.6% | 35 |
|
|
2023
Q4 | $2.72M | Buy |
27,588
+1,067
| +4% | +$105K | 0.61% | 32 |
|
|
2023
Q3 | $2.57M | Sell |
26,521
-282
| -1% | -$27.3K | 0.66% | 30 |
|
|
2023
Q2 | $2.61M | Buy |
26,803
+5,970
| +29% | +$580K | 0.65% | 29 |
|
|
2023
Q1 | $2.06M | Buy |
20,833
+11,269
| +118% | +$1.11M | 0.54% | 32 |
|
|
2022
Q4 | $935K | Sell |
9,564
-147
| -2% | -$14.4K | 0.25% | 50 |
|
|
2022
Q3 | $941K | Buy |
9,711
+280
| +3% | +$27.1K | 0.29% | 51 |
|
|
2022
Q2 | $960K | Buy |
9,431
+1,810
| +24% | +$184K | 0.28% | 53 |
|
|
2022
Q1 | $789K | Sell |
7,621
-594
| -7% | -$61.5K | 0.21% | 60 |
|
|
2021
Q4 | $863K | Buy |
8,215
+914
| +13% | +$96K | 0.23% | 61 |
|
|
2021
Q3 | $772K | Buy |
7,301
+547
| +8% | +$57.8K | 0.21% | 60 |
|
|
2021
Q2 | $719K | Buy |
6,754
+2,161
| +47% | +$230K | 0.21% | 64 |
|
|
2021
Q1 | $484K | Buy |
4,593
+2,320
| +102% | +$244K | 0.16% | 82 |
|
|
2020
Q4 | $239K | Buy |
+2,273
| New | +$239K | 0.08% | 125 |
|