Transamerica Financial Advisors’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 | $1.01K | Hold |
10
| – | – | ﹤0.01% | 415 |
|
|
2025
Q1 | $2K | Hold |
10
| – | – | ﹤0.01% | 413 |
|
|
2024
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 543 |
|
|
2024
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 545 |
|
|
2024
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 522 |
|
|
2024
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 567 |
|
|
2023
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 581 |
|
|
2023
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 602 |
|
|
2023
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 571 |
|
|
2023
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 557 |
|
|
2022
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 641 |
|
|
2022
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 603 |
|
|
2022
Q2 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 396 |
|
|
2015
Q2 | – | Sell |
-1
| Closed | -$1K | – | 929 |
|
|
2015
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 846 |
|
|
2014
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 690 |
|
|
2014
Q3 | $1K | Sell |
1
-2,442
| -100% | -$2.44M | ﹤0.01% | 648 |
|
|
2014
Q2 | $251K | Buy |
2,443
+280
| +13% | +$28.8K | 0.02% | 255 |
|
|
2014
Q1 | $219K | Buy |
2,163
+1,531
| +242% | +$155K | 0.02% | 252 |
|
|
2013
Q4 | $64K | Sell |
632
-134
| -17% | -$13.6K | 0.01% | 327 |
|
|
2013
Q3 | $78K | Sell |
766
-1,290
| -63% | -$131K | 0.01% | 280 |
|
|
2013
Q2 | $207K | Buy |
+2,056
| New | +$207K | 0.03% | 202 |
|