Trademark Financial Management’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 | $2.78M | Buy |
27,056
+18,125
| +203% | +$1.87M | 1.7% | 21 |
|
|
2025
Q1 | $924K | Buy |
8,931
+3,983
| +80% | +$412K | 0.71% | 35 |
|
|
2024
Q4 | $498K | Buy |
4,948
+1,653
| +50% | +$166K | 0.4% | 53 |
|
|
2024
Q3 | $334K | Buy |
+3,295
| New | +$334K | 0.26% | 68 |
|
|
2024
Q1 | – | Sell |
-6,875
| Closed | -$678K | – | 86 |
|
|
2023
Q4 | $678K | Buy |
+6,875
| New | +$678K | 0.5% | 48 |
|