Sovereign Financial Group’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 | $288K | Sell |
2,803
-1,106
| -28% | -$114K | 0.06% | 255 |
|
|
2025
Q1 | $404K | Sell |
3,909
-248
| -6% | -$25.7K | 0.09% | 190 |
|
|
2024
Q4 | $418K | Buy |
4,157
+732
| +21% | +$73.6K | 0.1% | 195 |
|
|
2024
Q3 | $347K | Sell |
3,425
-802
| -19% | -$81.3K | 0.08% | 207 |
|
|
2024
Q2 | $421K | Buy |
4,227
+1,399
| +49% | +$139K | 0.1% | 178 |
|
|
2024
Q1 | $281K | Buy |
2,828
+261
| +10% | +$26K | 0.07% | 222 |
|
|
2023
Q4 | $253K | Buy |
+2,567
| New | +$253K | 0.08% | 208 |
|