SFPM
Sensible Financial Planning & Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.6M | Buy |
219,485
+2,572
| +1% | +$265K | 4.29% | 7 |
|
|
2025
Q1 | $22.4M | Buy |
216,913
+5,469
| +3% | +$566K | 4.48% | 5 |
|
|
2024
Q4 | $21.3M | Buy |
211,444
+9,345
| +5% | +$940K | 4.41% | 6 |
|
|
2024
Q3 | $20.5M | Buy |
202,099
+2,904
| +1% | +$294K | 4.04% | 7 |
|
|
2024
Q2 | $19.8M | Buy |
199,195
+9,558
| +5% | +$951K | 4.28% | 7 |
|
|
2024
Q1 | $18.9M | Buy |
189,637
+9,588
| +5% | +$953K | 4.17% | 7 |
|
|
2023
Q4 | $17.8M | Buy |
180,049
+2,377
| +1% | +$234K | 4.16% | 6 |
|
|
2023
Q3 | $17.2M | Buy |
177,672
+3,477
| +2% | +$337K | 4.33% | 6 |
|
|
2023
Q2 | $17M | Buy |
174,195
+1,592
| +0.9% | +$155K | 3.99% | 6 |
|
|
2023
Q1 | $17.1M | Buy |
172,603
+4,934
| +3% | +$490K | 4.04% | 5 |
|
|
2022
Q4 | $16.3M | Buy |
167,669
+6,075
| +4% | +$589K | 4.04% | 5 |
|
|
2022
Q3 | $15.5M | Buy |
161,594
+4,924
| +3% | +$473K | 4% | 5 |
|
|
2022
Q2 | $15.9M | Sell |
156,670
-566
| -0.4% | -$57.4K | 4.01% | 5 |
|
|
2022
Q1 | $16.5M | Buy |
157,236
+13,521
| +9% | +$1.42M | 4.41% | 7 |
|
|
2021
Q4 | $15.2M | Buy |
143,715
+14,632
| +11% | +$1.55M | 4.32% | 7 |
|
|
2021
Q3 | $13.6M | Buy |
129,083
+5,724
| +5% | +$605K | 4.44% | 6 |
|
|
2021
Q2 | $13.1M | Buy |
123,359
+5,212
| +4% | +$554K | 4.43% | 4 |
|
|
2021
Q1 | $12.5M | Buy |
118,147
+2,610
| +2% | +$276K | 4.59% | 4 |
|
|
2020
Q4 | $12.1M | Buy |
115,537
+6,639
| +6% | +$693K | 4.5% | 4 |
|
|
2020
Q3 | $11.3M | Buy |
108,898
+8,768
| +9% | +$912K | 4.64% | 3 |
|
|
2020
Q2 | $10.3M | Buy |
100,130
+15,530
| +18% | +$1.59M | 4.4% | 8 |
|
|
2020
Q1 | $8.45M | Buy |
84,600
+4,277
| +5% | +$427K | 4.03% | 9 |
|
|
2019
Q4 | $8.09M | Buy |
80,323
+12,487
| +18% | +$1.26M | 3.41% | 8 |
|
|
2019
Q3 | $6.8M | Buy |
67,836
+34,136
| +101% | +$3.42M | 2.93% | 8 |
|
|
2019
Q2 | $3.39M | Buy |
33,700
+2,004
| +6% | +$202K | 1.45% | 13 |
|
|
2019
Q1 | $3.16M | Buy |
31,696
+4,245
| +15% | +$423K | 1.43% | 13 |
|
|
2018
Q4 | $2.69M | Buy |
27,451
+6,032
| +28% | +$591K | 1.3% | 13 |
|
|
2018
Q3 | $2.12M | Buy |
21,419
+7,457
| +53% | +$737K | 0.98% | 13 |
|
|
2018
Q2 | $1.39M | Buy |
13,962
+9,594
| +220% | +$957K | 0.66% | 18 |
|
|
2018
Q1 | $437K | Hold |
4,368
| – | – | 0.21% | 22 |
|
|
2017
Q4 | $436K | Buy |
4,368
+2
| +0% | +$200 | 0.22% | 22 |
|
|
2017
Q3 | $438K | Sell |
4,366
-83
| -2% | -$8.33K | 0.24% | 20 |
|
|
2017
Q2 | $447K | Buy |
4,449
+2
| +0% | +$201 | 0.28% | 19 |
|
|
2017
Q1 | $451K | Hold |
4,447
| – | – | 0.29% | 18 |
|
|
2016
Q4 | $448K | Hold |
4,447
| – | – | 0.31% | 19 |
|
|
2016
Q3 | $450K | Buy |
4,447
+2
| +0% | +$202 | 0.31% | 18 |
|
|
2016
Q2 | $451K | Sell |
4,445
-35
| -0.8% | -$3.55K | 0.32% | 18 |
|
|
2016
Q1 | $451K | Sell |
4,480
-14
| -0.3% | -$1.41K | 0.33% | 18 |
|
|
2015
Q4 | $445K | Buy |
4,494
+126
| +3% | +$12.5K | 0.34% | 18 |
|
|
2015
Q3 | $434K | Buy |
4,368
+4,196
| +2,440% | +$417K | 0.34% | 18 |
|
|
2015
Q2 | $17K | Buy |
+172
| New | +$17K | 0.01% | 49 |
|
|
2015
Q1 | – | Sell |
-158
| Closed | -$16K | – | 59 |
|
|
2014
Q4 | $16K | Hold |
158
| – | – | 0.02% | 53 |
|
|
2014
Q3 | $16K | Buy |
+158
| New | +$16K | 0.01% | 49 |
|