Summit Financial’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
$616K Sell
5,983
-65
-1% -$6.69K 0.01% 526
2025
Q1
$626K Buy
6,048
+873
+17% +$90.3K 0.02% 460
2024
Q4
$521K Hold
5,175
0.02% 445
2024
Q3
$524K Buy
+5,175
New +$524K 0.02% 366