Virtus Family Office’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 | $1.39M | Sell |
13,524
-321
| -2% | -$33K | 1.78% | 23 |
|
|
2025
Q1 | $1.43M | Buy |
13,845
+13
| +0.1% | +$1.35K | 1.84% | 24 |
|
|
2024
Q4 | $1.39M | Buy |
13,832
+1,067
| +8% | +$107K | 1.74% | 25 |
|
|
2024
Q3 | $1.29M | Sell |
12,765
-98
| -0.8% | -$9.93K | 1.71% | 27 |
|
|
2024
Q2 | $1.28M | Buy |
12,863
+2,061
| +19% | +$205K | 1.74% | 28 |
|
|
2024
Q1 | $1.07M | Buy |
10,802
+73
| +0.7% | +$7.26K | 1.71% | 23 |
|
|
2023
Q4 | $1.06M | Buy |
10,729
+491
| +5% | +$48.4K | 1.77% | 24 |
|
|
2023
Q3 | $992K | Sell |
10,238
-867
| -8% | -$84K | 1.8% | 22 |
|
|
2023
Q2 | $1.08M | Buy |
11,105
+7,376
| +198% | +$720K | 2.01% | 22 |
|
|
2023
Q1 | $370K | Hold |
3,729
| – | – | 0.73% | 32 |
|
|
2022
Q4 | $362K | Buy |
+3,729
| New | +$362K | 0.81% | 32 |
|