Toth Financial Advisory’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 | $360K | Hold |
3,500
| – | – | 0.04% | 182 |
|
|
2025
Q1 | $362K | Hold |
3,500
| – | – | 0.04% | 177 |
|
|
2024
Q4 | $352K | Sell |
3,500
-285
| -8% | -$28.7K | 0.04% | 179 |
|
|
2024
Q3 | $383K | Sell |
3,785
-18
| -0.5% | -$1.82K | 0.05% | 177 |
|
|
2024
Q2 | $378K | Sell |
3,803
-4
| -0.1% | -$398 | 0.05% | 168 |
|
|
2024
Q1 | $379K | Sell |
3,807
-3,006
| -44% | -$299K | 0.05% | 173 |
|
|
2023
Q4 | $672K | Sell |
6,813
-4,694
| -41% | -$463K | 0.09% | 148 |
|
|
2023
Q3 | $1.12M | Sell |
11,507
-6,920
| -38% | -$671K | 0.17% | 113 |
|
|
2023
Q2 | $1.8M | Sell |
18,427
-307
| -2% | -$30K | 0.26% | 97 |
|
|
2023
Q1 | $1.86M | Sell |
18,734
-4,695
| -20% | -$466K | 0.29% | 89 |
|
|
2022
Q4 | $2.27M | Sell |
23,429
-2,201
| -9% | -$213K | 0.37% | 77 |
|
|
2022
Q3 | $2.46M | Sell |
25,630
-166
| -0.6% | -$16K | 0.45% | 74 |
|
|
2022
Q2 | $2.62M | Buy |
25,796
+4,051
| +19% | +$411K | 0.46% | 75 |
|
|
2022
Q1 | $2.28M | Buy |
21,745
+21,135
| +3,465% | +$2.22M | 0.34% | 79 |
|
|
2021
Q4 | $65K | Buy |
+610
| New | +$65K | 0.01% | 275 |
|