SVB Wealth’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 | $253K | Hold |
2,455
| – | – | 0.01% | 385 |
|
|
2025
Q1 | $254K | Sell |
2,455
-642
| -21% | -$66.4K | 0.01% | 279 |
|
|
2024
Q4 | $312K | Buy |
+3,097
| New | +$312K | 0.01% | 544 |
|
|
2024
Q3 | – | Sell |
-4,423
| Closed | -$440K | – | 528 |
|
|
2024
Q2 | $440K | Sell |
4,423
-5,583
| -56% | -$555K | 0.01% | 449 |
|
|
2024
Q1 | $995K | Sell |
10,006
-10,232
| -51% | -$1.02M | 0.02% | 352 |
|
|
2023
Q4 | $2M | Buy |
20,238
+6,690
| +49% | +$660K | 0.05% | 240 |
|
|
2023
Q3 | $1.31M | Sell |
13,548
-6,630
| -33% | -$643K | 0.03% | 279 |
|
|
2023
Q2 | $1.97M | Sell |
20,178
-41,582
| -67% | -$4.06M | 0.04% | 242 |
|
|
2023
Q1 | $6.13M | Buy |
61,760
+8,778
| +17% | +$871K | 0.09% | 160 |
|
|
2022
Q4 | $5.14M | Buy |
+52,982
| New | +$5.14M | 0.07% | 172 |
|