Successful Portfolios’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 | $1.57M | Buy |
15,244
+121
| +0.8% | +$12.5K | 0.96% | 26 |
|
|
2025
Q1 | $1.56M | Sell |
15,123
-663
| -4% | -$68.6K | 1.06% | 24 |
|
|
2024
Q4 | $1.59M | Buy |
15,786
+413
| +3% | +$41.5K | 1.06% | 24 |
|
|
2024
Q3 | $1.56M | Sell |
15,373
-893
| -5% | -$90.5K | 1.05% | 25 |
|
|
2024
Q2 | $1.62M | Buy |
16,266
+1,734
| +12% | +$173K | 1.13% | 23 |
|
|
2024
Q1 | $1.44M | Buy |
14,532
+752
| +5% | +$74.8K | 0.99% | 26 |
|
|
2023
Q4 | $1.36M | Buy |
13,780
+1,540
| +13% | +$152K | 1.02% | 26 |
|
|
2023
Q3 | $1.19M | Buy |
12,240
+1,458
| +14% | +$141K | 1.05% | 24 |
|
|
2023
Q2 | $1.05M | Sell |
10,782
-130
| -1% | -$12.7K | 0.91% | 28 |
|
|
2023
Q1 | $1.08M | Buy |
10,912
+1,138
| +12% | +$113K | 0.68% | 40 |
|
|
2022
Q4 | $948K | Buy |
9,774
+3,724
| +62% | +$361K | 0.62% | 47 |
|
|
2022
Q3 | $581K | Buy |
6,050
+368
| +6% | +$35.3K | 0.42% | 58 |
|
|
2022
Q2 | $576K | Buy |
5,682
+25
| +0.4% | +$2.53K | 0.39% | 66 |
|
|
2022
Q1 | $594K | Buy |
5,657
+100
| +2% | +$10.5K | 0.34% | 73 |
|
|
2021
Q4 | $588K | Buy |
5,557
+1
| +0% | +$106 | 0.32% | 80 |
|
|
2021
Q3 | $587K | Sell |
5,556
-197
| -3% | -$20.8K | 0.35% | 73 |
|
|
2021
Q2 | $612K | Buy |
5,753
+36
| +0.6% | +$3.83K | 0.37% | 69 |
|
|
2021
Q1 | $604K | Hold |
5,717
| – | – | 0.4% | 68 |
|
|
2020
Q4 | $597K | Sell |
5,717
-101
| -2% | -$10.5K | 0.43% | 62 |
|
|
2020
Q3 | $605K | Buy |
5,818
+200
| +4% | +$20.8K | 0.48% | 59 |
|
|
2020
Q2 | $575K | Buy |
5,618
+50
| +0.9% | +$5.12K | 0.51% | 58 |
|
|
2020
Q1 | $556K | Buy |
5,568
+2,330
| +72% | +$233K | 0.56% | 51 |
|
|
2019
Q4 | $326K | Buy |
3,238
+197
| +6% | +$19.8K | 0.29% | 97 |
|
|
2019
Q3 | $305K | Buy |
+3,041
| New | +$305K | 0.29% | 100 |
|
|
2019
Q2 | – | Sell |
-2,170
| Closed | -$216K | – | 142 |
|
|
2019
Q1 | $216K | Buy |
+2,170
| New | +$216K | 0.24% | 118 |
|