ACM
Advisors Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-738,180
| Closed | -$71.6M | – | 457 |
|
|
2022
Q4 | $71.6M | Buy |
738,180
+17,788
| +2% | +$1.72M | 1.94% | 6 |
|
|
2022
Q3 | $70M | Buy |
720,392
+89,817
| +14% | +$8.72M | 1.87% | 6 |
|
|
2022
Q2 | $64M | Buy |
630,575
+40,197
| +7% | +$4.08M | 1.95% | 5 |
|
|
2022
Q1 | $62M | Buy |
590,378
+75,620
| +15% | +$7.94M | 1.69% | 6 |
|
|
2021
Q4 | $54.5M | Buy |
+514,758
| New | +$54.5M | 1.48% | 7 |
|