Prosperity Planning’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
Hold
0
-$1.67M 44
2025
Q1
Hold
0
-$1.65M 41
2024
Q4
Hold
0
-$1.7M 41
2024
Q3
Sell
-15,274
Closed -$1.52M 41
2024
Q2
$1.52M Buy
+15,274
New +$1.52M 0.52% 38
2024
Q1
Hold
0
-$1.51M 39
2023
Q4
Hold
0
-$1.13M 37
2023
Q3
Hold
0
-$1.15M 43
2023
Q2
Hold
0
-$1.16M 44
2023
Q1
Hold
0
-$1.04M 42
2022
Q4
Hold
0
-$491K 42
2022
Q3
Hold
0
59