Stratos Wealth Advisors’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 | $204K | Buy |
+1,981
| New | +$204K | 0.01% | 631 |
|
2022
Q4 | – | Sell |
-12,632
| Closed | -$1.21M | – | 586 |
|
2022
Q3 | $1.21M | Sell |
12,632
-925
| -7% | -$88.9K | 0.13% | 218 |
|
2022
Q2 | $1.38M | Buy |
13,557
+4,750
| +54% | +$482K | 0.12% | 211 |
|
2022
Q1 | $924K | Sell |
8,807
-276
| -3% | -$29K | 0.08% | 288 |
|
2021
Q4 | $962K | Buy |
+9,083
| New | +$962K | 0.07% | 290 |
|