SWP 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 | $1.85M | Buy |
+17,944
| New | +$1.85M | 1.01% | 30 |
|
|
2025
Q1 | – | Sell |
-2,508
| Closed | -$252K | – | 71 |
|
|
2024
Q4 | $252K | Sell |
2,508
-408
| -14% | -$41K | 0.15% | 63 |
|
|
2024
Q3 | $295K | Sell |
2,916
-1,330
| -31% | -$135K | 0.18% | 41 |
|
|
2024
Q2 | $422K | Sell |
4,246
-83,408
| -95% | -$8.3M | 0.28% | 30 |
|
|
2024
Q1 | $8.65M | Buy |
87,654
+6,796
| +8% | +$671K | 6.06% | 5 |
|
|
2023
Q4 | $7.97M | Buy |
+80,858
| New | +$7.97M | 6.18% | 5 |
|