Roundview Capital’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 | $1.9M | Buy |
18,507
+2,819
| +18% | +$290K | 0.13% | 150 |
|
|
2025
Q1 | $1.62M | Hold |
15,688
| – | – | 0.12% | 159 |
|
|
2024
Q4 | $1.58M | Sell |
15,688
-449
| -3% | -$45.2K | 0.11% | 166 |
|
|
2024
Q3 | $1.64M | Buy |
16,137
+55
| +0.3% | +$5.57K | 0.12% | 161 |
|
|
2024
Q2 | $1.6M | Sell |
16,082
-126
| -0.8% | -$12.5K | 0.13% | 152 |
|
|
2024
Q1 | $1.61M | Sell |
16,208
-385
| -2% | -$38.3K | 0.13% | 152 |
|
|
2023
Q4 | $1.64M | Sell |
16,593
-696
| -4% | -$68.6K | 0.15% | 141 |
|
|
2023
Q3 | $1.68M | Sell |
17,289
-3,284
| -16% | -$318K | 0.17% | 129 |
|
|
2023
Q2 | $2.01M | Sell |
20,573
-875
| -4% | -$85.4K | 0.2% | 118 |
|
|
2023
Q1 | $2.13M | Buy |
21,448
+411
| +2% | +$40.8K | 0.22% | 114 |
|
|
2022
Q4 | $2.04M | Buy |
21,037
+2,094
| +11% | +$203K | 0.23% | 110 |
|
|
2022
Q3 | $1.82M | Buy |
+18,943
| New | +$1.82M | 0.23% | 112 |
|