Private Wealth Management 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 | $903K | Sell |
8,775
-8
| -0.1% | -$823 | 0.3% | 41 |
|
|
2025
Q1 | $909K | Sell |
8,783
-70
| -0.8% | -$7.24K | 0.34% | 36 |
|
|
2024
Q4 | $891K | Buy |
8,853
+192
| +2% | +$19.3K | 0.34% | 39 |
|
|
2024
Q3 | $878K | Buy |
8,661
+33
| +0.4% | +$3.34K | 0.35% | 37 |
|
|
2024
Q2 | $858K | Hold |
8,628
| – | – | 0.37% | 34 |
|
|
2024
Q1 | $858K | Sell |
8,628
-755
| -8% | -$75.1K | 0.39% | 35 |
|
|
2023
Q4 | $925K | Buy |
+9,383
| New | +$925K | 0.45% | 30 |
|