Strategic Wealth Investment 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
Q1 | – | Sell |
-20,207
| Closed | -$2.03M | – | 104 |
|
|
2024
Q4 | $2.03M | Sell |
20,207
-8,334
| -29% | -$838K | 0.22% | 60 |
|
|
2024
Q3 | $2.89M | Sell |
28,541
-186,589
| -87% | -$18.9M | 0.31% | 56 |
|
|
2024
Q2 | $21.3M | Buy |
+215,130
| New | +$21.3M | 2.69% | 8 |
|
|
2023
Q4 | $19.9M | Buy |
202,100
+11,453
| +6% | +$1.13M | 2.99% | 9 |
|
|
2023
Q3 | $18.5M | Buy |
190,647
+8,193
| +4% | +$794K | 3.35% | 9 |
|
|
2023
Q2 | $17.8M | Buy |
182,454
+33,687
| +23% | +$3.29M | 2.83% | 10 |
|
|
2023
Q1 | $14.8M | Buy |
148,767
+23,566
| +19% | +$2.34M | 2.74% | 10 |
|
|
2022
Q4 | $12.2M | Buy |
125,201
+18,490
| +17% | +$1.8M | 2.82% | 10 |
|
|
2022
Q3 | $10.3M | Buy |
106,711
+9,839
| +10% | +$946K | 2.95% | 10 |
|
|
2022
Q2 | $9.83M | Buy |
+96,872
| New | +$9.83M | 2.46% | 10 |
|