Pinion Investment 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 | $426K | Buy |
+4,143
| New | +$426K | 0.15% | 110 |
|
|
2023
Q2 | – | Sell |
-19,969
| Closed | -$1.98M | – | 162 |
|
|
2023
Q1 | $1.98M | Buy |
19,969
+6,393
| +47% | +$635K | 1.86% | 11 |
|
|
2022
Q4 | $1.32M | Buy |
13,576
+1,501
| +12% | +$146K | 1.24% | 13 |
|
|
2022
Q3 | $1.16M | Buy |
12,075
+2,134
| +21% | +$205K | 1.01% | 17 |
|
|
2022
Q2 | $1.01M | Buy |
9,941
+1,046
| +12% | +$106K | 0.84% | 27 |
|
|
2022
Q1 | $933K | Buy |
8,895
+1,089
| +14% | +$114K | 0.65% | 39 |
|
|
2021
Q4 | $826K | Buy |
7,806
+2,099
| +37% | +$222K | 0.56% | 53 |
|
|
2021
Q3 | $603K | Buy |
5,707
+493
| +9% | +$52.1K | 0.49% | 66 |
|
|
2021
Q2 | $554K | Buy |
5,214
+562
| +12% | +$59.7K | 0.45% | 78 |
|
|
2021
Q1 | $492K | Buy |
+4,652
| New | +$492K | 0.46% | 81 |
|