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Ardent Capital Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Ardent Capital Management’s Portfolio STIP Stock Details STIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,590
Closed -$258K – 43
2024
Q1 		$258K Hold
2,590
– – 0.13% 41
2023
Q4 		$255K Hold
2,590
– – 0.13% 41
2023
Q3 		$251K Buy
+2,590
New +$252K 0.14% 39

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MWM
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Bank of America
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RWM
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LPL Financial
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Morgan Stanley
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MWM
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PCIG
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Ardent Capital Management's STIP Position: Q2 2024 in Review

Ardent Capital Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2024, closing a stake of 2,590 shares — an estimated $258K sold.

Ardent Capital Management first reported a position in STIP in Q3 2023 and held it in 3 quarters. The position peaked at $258K in Q1 2024. 574 funds tracked by Wall St. Rank hold STIP as of Q2 2024.

  • Ardent Capital Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Ardent Capital Management sold 2,590 iShares 0-5 Year TIPS Bond ETF shares in Q2 2024, an estimated $258K.
  • Ardent Capital Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2023 and held it in 3 quarters.
  • Ardent Capital Management's iShares 0-5 Year TIPS Bond ETF position peaked at $258K in Q1 2024.
  • 574 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2024.

Based on Ardent Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.