Plante Moran Financial 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 | $309 | Buy |
+3
| New | +$309 | ﹤0.01% | 742 |
|
|
2024
Q2 | – | Sell |
-513
| Closed | -$51K | – | 890 |
|
|
2024
Q1 | $51K | Buy |
+513
| New | +$51K | 0.01% | 330 |
|
|
2022
Q3 | – | Sell |
-45
| Closed | -$5K | – | 1064 |
|
|
2022
Q2 | $5K | Buy |
+45
| New | +$5K | ﹤0.01% | 723 |
|
|
2022
Q1 | – | Sell |
-4
| Closed | – | – | 1011 |
|
|
2021
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1107 |
|