Strategic Financial Concepts’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 | – | Sell |
-8,578
| Closed | -$888K | – | 356 |
|
|
2025
Q1 | $888K | Hold |
8,578
| – | – | 0.17% | 132 |
|
|
2024
Q4 | $863K | Buy |
+8,578
| New | +$863K | 0.17% | 132 |
|
|
2024
Q3 | – | Sell |
-6,566
| Closed | -$653K | – | 675 |
|
|
2024
Q2 | $653K | Sell |
6,566
-274
| -4% | -$27.3K | 0.38% | 64 |
|
|
2024
Q1 | $680K | Buy |
6,840
+364
| +6% | +$36.2K | 0.16% | 139 |
|
|
2023
Q4 | $638K | Buy |
6,476
+898
| +16% | +$88.5K | 0.38% | 72 |
|
|
2023
Q3 | $541K | Hold |
5,578
| – | – | 0.18% | 133 |
|
|
2023
Q2 | $544K | Sell |
5,578
-2,154
| -28% | -$210K | 0.2% | 112 |
|
|
2023
Q1 | $767K | Buy |
+7,732
| New | +$767K | 0.31% | 78 |
|