Spire Wealth Management’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 | $304K | Buy |
2,951
+295
| +11% | +$30.4K | 0.01% | 638 |
|
|
2025
Q1 | $275K | Sell |
2,656
-4,119
| -61% | -$426K | 0.01% | 737 |
|
|
2024
Q4 | $682K | Sell |
6,775
-871
| -11% | -$87.6K | 0.02% | 485 |
|
|
2024
Q3 | $775K | Sell |
7,646
-590
| -7% | -$59.8K | 0.03% | 430 |
|
|
2024
Q2 | $819K | Sell |
8,236
-1,542
| -16% | -$153K | 0.03% | 384 |
|
|
2024
Q1 | $972K | Buy |
9,778
+893
| +10% | +$88.8K | 0.02% | 385 |
|
|
2023
Q4 | $876K | Sell |
8,885
-3,822
| -30% | -$377K | 0.03% | 392 |
|
|
2023
Q3 | $1.23M | Sell |
12,707
-1,078
| -8% | -$104K | 0.05% | 288 |
|
|
2023
Q2 | $1.35M | Sell |
13,785
-722
| -5% | -$70.5K | 0.05% | 289 |
|
|
2023
Q1 | $1.44M | Buy |
14,507
+2,864
| +25% | +$284K | 0.06% | 280 |
|
|
2022
Q4 | $1.13M | Buy |
11,643
+4,529
| +64% | +$439K | 0.06% | 223 |
|
|
2022
Q3 | $684K | Sell |
7,114
-22,699
| -76% | -$2.18M | 0.04% | 279 |
|
|
2022
Q2 | $3.02M | Sell |
29,813
-8,989
| -23% | -$912K | 0.12% | 158 |
|
|
2022
Q1 | $4.07M | Buy |
38,802
+11,029
| +40% | +$1.16M | 0.11% | 178 |
|
|
2021
Q4 | $2.94M | Sell |
27,773
-415
| -1% | -$43.9K | 0.07% | 250 |
|
|
2021
Q3 | $2.98M | Sell |
28,188
-2,271
| -7% | -$240K | 0.08% | 225 |
|
|
2021
Q2 | $3.24M | Buy |
30,459
+11,445
| +60% | +$1.22M | 0.09% | 213 |
|
|
2021
Q1 | $1.53M | Buy |
+19,014
| New | +$1.53M | 0.04% | 339 |
|