SFM
Signet Financial 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 | $5.27M | Buy |
51,241
+820
| +2% | +$84.4K | 0.66% | 43 |
|
|
2025
Q1 | $5.22M | Sell |
50,421
-3,713
| -7% | -$384K | 0.7% | 35 |
|
|
2024
Q4 | $5.45M | Sell |
54,134
-2,632
| -5% | -$265K | 0.7% | 37 |
|
|
2024
Q3 | $5.75M | Sell |
56,766
-2,192
| -4% | -$222K | 0.73% | 33 |
|
|
2024
Q2 | $5.87M | Sell |
58,958
-4,955
| -8% | -$493K | 0.79% | 31 |
|
|
2024
Q1 | $6.35M | Sell |
63,913
-1,558
| -2% | -$155K | 0.87% | 29 |
|
|
2023
Q4 | $6.45M | Sell |
65,471
-1,432
| -2% | -$141K | 0.97% | 23 |
|
|
2023
Q3 | $6.48M | Sell |
66,903
-1,210
| -2% | -$117K | 1.07% | 17 |
|
|
2023
Q2 | $6.65M | Sell |
68,113
-2,049
| -3% | -$200K | 1.05% | 16 |
|
|
2023
Q1 | $6.96M | Sell |
70,162
-34,184
| -33% | -$3.39M | 1.17% | 13 |
|
|
2022
Q4 | $10.1M | Buy |
104,346
+96,888
| +1,299% | +$9.39M | 1.81% | 8 |
|
|
2022
Q3 | $717K | Buy |
7,458
+1,616
| +28% | +$155K | 0.14% | 144 |
|
|
2022
Q2 | $593K | Buy |
5,842
+3,166
| +118% | +$321K | 0.11% | 155 |
|
|
2022
Q1 | $281K | Buy |
2,676
+417
| +18% | +$43.8K | 0.05% | 218 |
|
|
2021
Q4 | $239K | Buy |
+2,259
| New | +$239K | 0.04% | 232 |
|