Valeo 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 | $17.7K | Buy |
+17,730
| New | +$17.7K | ﹤0.01% | 746 |
|
|
2021
Q2 | – | Sell |
-13
| Closed | -$1K | – | 1560 |
|
|
2021
Q1 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 1840 |
|
|
2020
Q3 | – | Sell |
-3
| Closed | – | – | 2019 |
|
|
2020
Q2 | $0 | Buy |
+3
| New | – | ﹤0.01% | 2081 |
|
|
2018
Q3 | – | Sell |
-20
| Closed | -$2K | – | 1850 |
|
|
2018
Q2 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 1374 |
|