Ridgewood Investments’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 | $759K | Buy |
7,375
+5,833
| +378% | +$600K | 0.33% | 84 |
|
|
2025
Q1 | $160K | Buy |
1,542
+724
| +89% | +$74.9K | 0.07% | 200 |
|
|
2024
Q4 | $82.3K | Buy |
818
+203
| +33% | +$20.4K | 0.04% | 255 |
|
|
2024
Q3 | $62.3K | Buy |
615
+269
| +78% | +$27.3K | 0.03% | 286 |
|
|
2024
Q2 | $34.4K | Buy |
+346
| New | +$34.4K | 0.02% | 373 |
|
|
2023
Q3 | – | Sell |
-6,232
| Closed | -$608K | – | 672 |
|
|
2023
Q2 | $608K | Sell |
6,232
-200
| -3% | -$19.5K | 0.35% | 88 |
|
|
2023
Q1 | $638K | Buy |
6,432
+938
| +17% | +$93.1K | 0.39% | 74 |
|
|
2022
Q4 | $533K | Buy |
+5,494
| New | +$533K | 0.38% | 89 |
|