Royal Harbor Partners’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$4.73M Buy
45,718
+2,600
+6% +$268K 1.6% 20
2025
Q4
$4.41M Buy
43,118
+1,318
+3% +$136K 1.46% 20
2025
Q3
$4.32M Sell
41,800
-354
-0.8% -$36.5K 1.47% 20
2025
Q2
$4.34M Buy
42,154
+796
+2% +$81.7K 1.59% 19
2025
Q1
$4.28M Buy
+41,358
New +$4.21M 1.66% 20
2022
Q3
Sell
-34,471
Closed -$3.5M 81
2022
Q2
$3.5M Buy
+34,471
New +$3.56M 2.39% 13
2020
Q1
Sell
-29,024
Closed -$2.92M 85
2019
Q4
$2.92M Buy
+29,024
New +$2.91M 2.81% 13

Other funds holding STIP