Waverly 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 | $765K | Buy |
7,432
+163
| +2% | +$16.8K | 0.01% | 685 |
|
|
2025
Q1 | $752K | Buy |
7,269
+154
| +2% | +$15.9K | 0.01% | 673 |
|
|
2024
Q4 | $716K | Hold |
7,115
| – | – | 0.01% | 589 |
|
|
2024
Q3 | $721K | Hold |
7,115
| – | – | 0.01% | 506 |
|
|
2024
Q2 | $708K | Buy |
7,115
+14
| +0.2% | +$1.39K | 0.01% | 498 |
|
|
2024
Q1 | $706K | Buy |
+7,101
| New | +$706K | 0.02% | 420 |
|