Wilshire 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 | – | Sell |
-356,127
| Closed | -$3.82M | – | 13 |
|
|
2025
Q1 | $3.82M | Buy |
356,127
+52,055
| +17% | +$558K | 12.07% | 3 |
|
|
2024
Q4 | $30.6M | Buy |
304,072
+90,470
| +42% | +$9.1M | 11.17% | 4 |
|
|
2024
Q3 | $21.6M | Buy |
213,602
+1,915
| +0.9% | +$194K | 10.4% | 4 |
|
|
2024
Q2 | $21.1M | Sell |
211,687
-2,113
| -1% | -$210K | 10.56% | 4 |
|
|
2024
Q1 | $21.3M | Buy |
213,800
+14,597
| +7% | +$1.45M | 10.58% | 4 |
|
|
2023
Q4 | $19.6M | Sell |
199,203
-4,430
| -2% | -$437K | 10.17% | 4 |
|
|
2023
Q3 | $19.7M | Buy |
203,633
+209
| +0.1% | +$20.3K | 10.96% | 4 |
|
|
2023
Q2 | $19.9M | Buy |
203,424
+815
| +0.4% | +$79.5K | 10.52% | 4 |
|
|
2023
Q1 | $20.1M | Buy |
202,609
+7,362
| +4% | +$731K | 10.76% | 4 |
|
|
2022
Q4 | $18.9M | Sell |
195,247
-6,258
| -3% | -$607K | 10.34% | 4 |
|
|
2022
Q3 | $19.4M | Sell |
201,505
-6,785
| -3% | -$652K | 11.09% | 4 |
|
|
2022
Q2 | $21.1M | Sell |
208,290
-20,000
| -9% | -$2.03M | 11.06% | 4 |
|
|
2022
Q1 | $24M | Sell |
228,290
-16,193
| -7% | -$1.7M | 10.7% | 4 |
|
|
2021
Q4 | $25.9M | Buy |
+244,483
| New | +$25.9M | 9.92% | 4 |
|