Quadcap Wealth Management’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 | $6.78M | Buy |
65,841
+4,223
| +7% | +$435K | 0.86% | 22 |
|
2025
Q1 | $6.38M | Buy |
61,618
+10,031
| +19% | +$1.04M | 0.92% | 19 |
|
2024
Q4 | $5.19M | Buy |
51,587
+23,815
| +86% | +$2.4M | 0.76% | 23 |
|
2024
Q3 | $2.81M | Buy |
27,772
+19,266
| +226% | +$1.95M | 0.44% | 43 |
|
2024
Q2 | $846K | Buy |
8,506
+5,279
| +164% | +$525K | 0.15% | 141 |
|
2024
Q1 | $321K | Sell |
3,227
-2,404
| -43% | -$239K | 0.07% | 263 |
|
2023
Q4 | $555K | Buy |
+5,631
| New | +$555K | 0.14% | 191 |
|