AFAS
Acorn Financial Advisory Services’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 | $733K | Buy |
7,127
+594
| +9% | +$61.1K | 0.12% | 86 |
|
|
2025
Q1 | $676K | Sell |
6,533
-1,076
| -14% | -$111K | 0.12% | 86 |
|
|
2024
Q4 | $765K | Buy |
7,609
+661
| +10% | +$66.5K | 0.13% | 83 |
|
|
2024
Q3 | $704K | Sell |
6,948
-3
| -0% | -$304 | 0.12% | 80 |
|
|
2024
Q2 | $692K | Buy |
6,951
+124
| +2% | +$12.3K | 0.13% | 84 |
|
|
2024
Q1 | $679K | Sell |
6,827
-2,389
| -26% | -$238K | 0.13% | 85 |
|
|
2023
Q4 | $908K | Sell |
9,216
-32
| -0.3% | -$3.15K | 0.16% | 97 |
|
|
2023
Q3 | $896K | Buy |
9,248
+702
| +8% | +$68K | 0.16% | 93 |
|
|
2023
Q2 | $834K | Sell |
8,546
-2,112
| -20% | -$206K | 0.15% | 100 |
|
|
2023
Q1 | $1.06M | Sell |
10,658
-186
| -2% | -$18.5K | 0.21% | 73 |
|
|
2022
Q4 | $1.05M | Buy |
10,844
+477
| +5% | +$46.3K | 0.22% | 64 |
|
|
2022
Q3 | $996K | Buy |
10,367
+1,535
| +17% | +$147K | 0.24% | 63 |
|
|
2022
Q2 | $898K | Sell |
8,832
-170
| -2% | -$17.3K | 0.21% | 69 |
|
|
2022
Q1 | $946K | Sell |
9,002
-2,255
| -20% | -$237K | 0.19% | 84 |
|
|
2021
Q4 | $1.19M | Buy |
11,257
+3,420
| +44% | +$362K | 0.24% | 67 |
|
|
2021
Q3 | $828K | Buy |
7,837
+2,051
| +35% | +$217K | 0.26% | 87 |
|
|
2021
Q2 | $615K | Buy |
5,786
+423
| +8% | +$45K | 0.18% | 126 |
|
|
2021
Q1 | $567K | Sell |
5,363
-159
| -3% | -$16.8K | 0.21% | 113 |
|
|
2020
Q4 | $577K | Buy |
5,522
+365
| +7% | +$38.1K | 0.23% | 113 |
|
|
2020
Q3 | $537K | Buy |
5,157
+488
| +10% | +$50.8K | 0.28% | 100 |
|
|
2020
Q2 | $478K | Buy |
4,669
+18
| +0.4% | +$1.84K | 0.33% | 104 |
|
|
2020
Q1 | $465K | Buy |
4,651
+572
| +14% | +$57.2K | 0.46% | 82 |
|
|
2019
Q4 | $411K | Buy |
+4,079
| New | +$411K | 0.34% | 101 |
|