Ted Buchan & Co’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 | $575K | Sell |
5,590
-49
| -0.9% | -$5.04K | 0.23% | 65 |
|
|
2025
Q1 | $583K | Hold |
5,639
| – | – | 0.28% | 57 |
|
|
2024
Q4 | $567K | Hold |
5,639
| – | – | 0.27% | 57 |
|
|
2024
Q3 | $571K | Sell |
5,639
-1,927
| -25% | -$195K | 0.27% | 56 |
|
|
2024
Q2 | $753K | Sell |
7,566
-1,683
| -18% | -$167K | 0.4% | 44 |
|
|
2024
Q1 | $920K | Sell |
9,249
-2,169
| -19% | -$216K | 0.56% | 38 |
|
|
2023
Q4 | $1.13M | Buy |
11,418
+3,047
| +36% | +$300K | 0.82% | 26 |
|
|
2023
Q3 | $811K | Sell |
8,371
-450
| -5% | -$43.6K | 0.65% | 36 |
|
|
2023
Q2 | $861K | Sell |
8,821
-5,317
| -38% | -$519K | 0.66% | 37 |
|
|
2023
Q1 | $1.4M | Sell |
14,138
-10,865
| -43% | -$1.08M | 1.17% | 19 |
|
|
2022
Q4 | $2.42M | Buy |
+25,003
| New | +$2.42M | 2.24% | 11 |
|