WealthPLAN 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 | $225K | Buy |
+2,188
| New | +$225K | 0.04% | 242 |
|
|
2023
Q3 | – | Sell |
-67
| Closed | -$6.54K | – | 1057 |
|
|
2023
Q2 | $6.54K | Sell |
67
-4
| -6% | -$390 | ﹤0.01% | 863 |
|
|
2023
Q1 | $7.05K | Buy |
+71
| New | +$7.05K | ﹤0.01% | 939 |
|
|
2018
Q1 | – | Sell |
-28,019
| Closed | -$2.8M | – | 281 |
|
|
2017
Q4 | $2.8M | Buy |
+28,019
| New | +$2.8M | 0.75% | 35 |
|
|
2016
Q3 | – | Sell |
-1,602
| Closed | -$163 | – | 1064 |
|
|
2016
Q2 | $163 | Buy |
+1,602
| New | +$163 | ﹤0.01% | 2414 |
|