APG
Abacus Planning Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.5M | Buy |
344,830
+41,670
| +14% | +$4.29M | 5.28% | 5 |
|
|
2025
Q1 | $31.4M | Buy |
303,160
+16,641
| +6% | +$1.72M | 5.49% | 4 |
|
|
2024
Q4 | $28.8M | Buy |
286,519
+23,535
| +9% | +$2.37M | 5.07% | 4 |
|
|
2024
Q3 | $26.6M | Buy |
262,984
+19,436
| +8% | +$1.97M | 4.76% | 5 |
|
|
2024
Q2 | $24.2M | Buy |
243,548
+19,274
| +9% | +$1.92M | 4.7% | 6 |
|
|
2024
Q1 | $22.3M | Buy |
224,274
+27,925
| +14% | +$2.78M | 4.36% | 6 |
|
|
2023
Q4 | $19.4M | Buy |
+196,349
| New | +$19.4M | 4.08% | 8 |
|