Tyche Wealth Partners’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 | $789K | Buy |
7,670
+5,504
| +254% | +$566K | 0.16% | 101 |
|
2025
Q1 | $224K | Buy |
+2,166
| New | +$224K | 0.05% | 254 |
|
2024
Q4 | – | Sell |
-2,502
| Closed | -$254K | – | 321 |
|
2024
Q3 | $254K | Sell |
2,502
-325
| -11% | -$32.9K | 0.06% | 225 |
|
2024
Q2 | $281K | Sell |
2,827
-1,010
| -26% | -$100K | 0.07% | 198 |
|
2024
Q1 | $382K | Sell |
3,837
-525
| -12% | -$52.2K | 0.09% | 166 |
|
2023
Q4 | $430K | Buy |
+4,362
| New | +$430K | 0.1% | 166 |
|