Secured Retirement Advisors’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
Q1 | – | Sell |
-3,748
| Closed | -$377K | – | 159 |
|
|
2024
Q4 | $377K | Sell |
3,748
-717
| -16% | -$72.1K | 0.22% | 113 |
|
|
2024
Q3 | $452K | Sell |
4,465
-433
| -9% | -$43.9K | 0.33% | 80 |
|
|
2024
Q2 | $487K | Sell |
4,898
-1,051
| -18% | -$105K | 0.38% | 75 |
|
|
2024
Q1 | $592K | Sell |
5,949
-616
| -9% | -$61.2K | 0.5% | 63 |
|
|
2023
Q4 | $647K | Buy |
+6,565
| New | +$647K | 0.62% | 56 |
|