Simplicity Wealth’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
$2.39M Buy
+23,184
New +$2.39M 0.1% 192
2024
Q3
Sell
-74,318
Closed -$7.39M 1109
2024
Q2
$7.39M Sell
74,318
-6,700
-8% -$667K 0.17% 125
2024
Q1
$8.06M Buy
+81,018
New +$8.06M 0.19% 106