Regimen Wealth’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
$320K Buy
3,109
+453
+17% +$46.6K 0.1% 58
2025
Q1
$275K Sell
2,656
-11
-0.4% -$1.14K 0.09% 54
2024
Q4
$268K Buy
+2,667
New +$268K 0.09% 51
2023
Q3
Sell
-2,387
Closed -$233K 61
2023
Q2
$233K Buy
2,387
+20
+0.8% +$1.95K 0.1% 50
2023
Q1
$235K Sell
2,367
-123,808
-98% -$12.3M 0.1% 52
2022
Q4
$12.2M Buy
+126,175
New +$12.2M 8.17% 5