WBH Advisory’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 | $206K | Hold |
2,000
| – | – | 0.02% | 327 |
|
|
2025
Q1 | $207K | Hold |
2,000
| – | – | 0.02% | 316 |
|
|
2024
Q4 | $201K | Hold |
2,000
| – | – | 0.02% | 316 |
|
|
2024
Q3 | $203K | Buy |
+2,000
| New | +$203K | 0.02% | 318 |
|
|
2022
Q3 | – | Sell |
-2,041
| Closed | -$206K | – | 305 |
|
|
2022
Q2 | $206K | Buy |
2,041
+41
| +2% | +$4.14K | 0.03% | 291 |
|
|
2022
Q1 | $209K | Sell |
2,000
-193
| -9% | -$20.2K | 0.03% | 301 |
|
|
2021
Q4 | $232K | Buy |
2,193
+193
| +10% | +$20.4K | 0.03% | 297 |
|
|
2021
Q3 | $211K | Hold |
2,000
| – | – | 0.03% | 279 |
|
|
2021
Q2 | $214K | Hold |
2,000
| – | – | 0.03% | 259 |
|
|
2021
Q1 | $211K | Hold |
2,000
| – | – | 0.03% | 257 |
|
|
2020
Q4 | $210K | Hold |
2,000
| – | – | 0.04% | 250 |
|
|
2020
Q3 | $208K | Hold |
2,000
| – | – | 0.04% | 238 |
|
|
2020
Q2 | $204K | Buy |
+2,000
| New | +$204K | 0.05% | 229 |
|
|
2020
Q1 | – | Sell |
-2,000
| Closed | -$201K | – | 239 |
|
|
2019
Q4 | $201K | Hold |
2,000
| – | – | 0.04% | 239 |
|
|
2019
Q3 | $200K | Hold |
2,000
| – | – | 0.04% | 233 |
|
|
2019
Q2 | $201K | Buy |
+2,000
| New | +$201K | 0.05% | 228 |
|