AA
AJ Advisors’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 | $13.3M | Buy |
129,326
+6,776
| +6% | +$697K | 5.92% | 6 |
|
|
2025
Q1 | $12.7M | Buy |
122,550
+1,977
| +2% | +$205K | 6.49% | 6 |
|
|
2024
Q4 | $12.1M | Buy |
120,573
+2,864
| +2% | +$288K | 6.29% | 6 |
|
|
2024
Q3 | $11.9M | Sell |
117,709
-1,828
| -2% | -$185K | 6.12% | 6 |
|
|
2024
Q2 | $11.9M | Buy |
119,537
+5,554
| +5% | +$553K | 6.58% | 6 |
|
|
2024
Q1 | $11.3M | Buy |
113,983
+2,513
| +2% | +$250K | 6.25% | 7 |
|
|
2023
Q4 | $11M | Buy |
111,470
+6,010
| +6% | +$593K | 6.76% | 7 |
|
|
2023
Q3 | $10.2M | Sell |
105,460
-1,231
| -1% | -$119K | 7.68% | 7 |
|
|
2023
Q2 | $10.4M | Sell |
106,691
-779
| -0.7% | -$76K | 7.24% | 7 |
|
|
2023
Q1 | $10.7M | Buy |
107,470
+2,542
| +2% | +$252K | 7.83% | 6 |
|
|
2022
Q4 | $10.2M | Buy |
+104,928
| New | +$10.2M | 8.16% | 5 |
|