Westside Investment Management’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 | – | Sell |
-737
| Closed | -$76.3K | – | 1319 |
|
|
2025
Q1 | $76.3K | Hold |
737
| – | – | 0.02% | 346 |
|
|
2024
Q4 | $74.1K | Hold |
737
| – | – | 0.02% | 348 |
|
|
2024
Q3 | $74.7K | Hold |
737
| – | – | 0.02% | 347 |
|
|
2024
Q2 | $73.3K | Hold |
737
| – | – | 0.02% | 338 |
|
|
2024
Q1 | $73.3K | Hold |
737
| – | – | 0.02% | 330 |
|
|
2023
Q4 | $72.7K | Hold |
737
| – | – | 0.02% | 314 |
|
|
2023
Q3 | $71.4K | Hold |
737
| – | – | 0.02% | 304 |
|
|
2023
Q2 | $71.9K | Hold |
737
| – | – | 0.02% | 310 |
|
|
2023
Q1 | $73.1K | Hold |
737
| – | – | 0.02% | 308 |
|
|
2022
Q4 | $71 | Hold |
737
| – | – | ﹤0.01% | 390 |
|
|
2022
Q3 | $70 | Hold |
737
| – | – | ﹤0.01% | 386 |
|
|
2022
Q2 | $74 | Hold |
737
| – | – | ﹤0.01% | 378 |
|
|
2022
Q1 | $77 | Hold |
737
| – | – | ﹤0.01% | 386 |
|
|
2021
Q4 | $78 | Hold |
737
| – | – | ﹤0.01% | 367 |
|
|
2021
Q3 | $77 | Hold |
737
| – | – | ﹤0.01% | 361 |
|
|
2021
Q2 | $78 | Hold |
737
| – | – | ﹤0.01% | 353 |
|
|
2021
Q1 | $77 | Hold |
737
| – | – | ﹤0.01% | 345 |
|
|
2020
Q4 | $76 | Hold |
737
| – | – | ﹤0.01% | 311 |
|
|
2020
Q3 | $76 | Hold |
737
| – | – | ﹤0.01% | 320 |
|
|
2020
Q2 | $75 | Hold |
737
| – | – | ﹤0.01% | 302 |
|
|
2020
Q1 | $73 | Buy |
+737
| New | +$73 | ﹤0.01% | 299 |
|
|
2019
Q2 | $74 | Buy |
+737
| New | +$74 | ﹤0.01% | 277 |
|
|
2018
Q4 | $72.2K | Buy |
+737
| New | +$72.2K | 0.03% | 251 |
|