Stone Summit 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 | $4.14M | Buy |
40,217
+7,586
| +23% | +$781K | 1.28% | 22 |
|
|
2025
Q1 | $3.38M | Buy |
32,631
+5,711
| +21% | +$591K | 1.14% | 29 |
|
|
2024
Q4 | $2.71M | Buy |
26,920
+3,065
| +13% | +$308K | 0.91% | 35 |
|
|
2024
Q3 | $2.42M | Buy |
23,855
+1,814
| +8% | +$184K | 0.78% | 41 |
|
|
2024
Q2 | $2.19M | Buy |
22,041
+1,140
| +5% | +$113K | 0.79% | 41 |
|
|
2024
Q1 | $2.08M | Buy |
20,901
+3,440
| +20% | +$342K | 0.72% | 48 |
|
|
2023
Q4 | $1.72M | Sell |
17,461
-1,245
| -7% | -$123K | 0.66% | 54 |
|
|
2023
Q3 | $1.81M | Sell |
18,706
-588
| -3% | -$57K | 0.78% | 44 |
|
|
2023
Q2 | $1.88M | Sell |
19,294
-269
| -1% | -$26.3K | 0.78% | 44 |
|
|
2023
Q1 | $1.94M | Buy |
19,563
+346
| +2% | +$34.3K | 0.86% | 41 |
|
|
2022
Q4 | $1.86M | Sell |
19,217
-8,834
| -31% | -$857K | 0.91% | 38 |
|
|
2022
Q3 | $2.7M | Sell |
28,051
-3,690
| -12% | -$355K | 1.66% | 14 |
|
|
2022
Q2 | $3.22M | Sell |
31,741
-839
| -3% | -$85.1K | 1.92% | 10 |
|
|
2022
Q1 | $3.39M | Buy |
32,580
+12,771
| +64% | +$1.33M | 1.9% | 12 |
|
|
2021
Q4 | $2.1M | Buy |
+19,809
| New | +$2.1M | 1.7% | 18 |
|