SIA
Soltis Investment Advisors’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 | $3.3M | Sell |
32,097
-1,740
| -5% | -$179K | 0.26% | 96 |
|
|
2025
Q1 | $3.5M | Sell |
33,837
-410
| -1% | -$42.4K | 0.31% | 89 |
|
|
2024
Q4 | $3.45M | Sell |
34,247
-2,669
| -7% | -$269K | 0.32% | 87 |
|
|
2024
Q3 | $3.74M | Sell |
36,916
-828
| -2% | -$83.9K | 0.37% | 80 |
|
|
2024
Q2 | $3.76M | Sell |
37,744
-755
| -2% | -$75.1K | 0.4% | 77 |
|
|
2024
Q1 | $3.83M | Sell |
38,499
-16,838
| -30% | -$1.67M | 0.43% | 78 |
|
|
2023
Q4 | $5.46M | Sell |
55,337
-6,847
| -11% | -$675K | 0.62% | 49 |
|
|
2023
Q3 | $6.03M | Sell |
62,184
-5,388
| -8% | -$522K | 0.78% | 32 |
|
|
2023
Q2 | $6.6M | Sell |
67,572
-3,461
| -5% | -$338K | 0.77% | 24 |
|
|
2023
Q1 | $7.05M | Sell |
71,033
-15,186
| -18% | -$1.51M | 0.9% | 20 |
|
|
2022
Q4 | $8.36M | Sell |
86,219
-12,037
| -12% | -$1.17M | 1.1% | 18 |
|
|
2022
Q3 | $9.44M | Sell |
98,256
-7,057
| -7% | -$678K | 1.42% | 14 |
|
|
2022
Q2 | $10.7M | Sell |
105,313
-73,210
| -41% | -$7.43M | 1.55% | 14 |
|
|
2022
Q1 | $18.7M | Buy |
178,523
+39,851
| +29% | +$4.18M | 2.6% | 7 |
|
|
2021
Q4 | $14.7M | Buy |
138,672
+6,537
| +5% | +$692K | 2.07% | 9 |
|
|
2021
Q3 | $14M | Buy |
132,135
+11,709
| +10% | +$1.24M | 2.16% | 8 |
|
|
2021
Q2 | $12.8M | Buy |
120,426
+24,672
| +26% | +$2.62M | 2.03% | 8 |
|
|
2021
Q1 | $10.1M | Buy |
95,754
+826
| +0.9% | +$87.3K | 1.85% | 8 |
|
|
2020
Q4 | $9.91M | Buy |
94,928
+22,180
| +30% | +$2.32M | 1.84% | 10 |
|
|
2020
Q3 | $7.57M | Buy |
72,748
+5,333
| +8% | +$555K | 1.78% | 9 |
|
|
2020
Q2 | $6.9M | Buy |
67,415
+12,279
| +22% | +$1.26M | 1.79% | 12 |
|
|
2020
Q1 | $5.51M | Sell |
55,136
-453
| -0.8% | -$45.3K | 1.71% | 13 |
|
|
2019
Q4 | $5.6M | Buy |
+55,589
| New | +$5.6M | 1.08% | 19 |
|