Arkadios Wealth Advisors’s Invesco 0-5 Yr US TIPS ETF PBTP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $555K | Buy |
21,398
+4,093
| +24% | +$106K | 0.02% | 789 |
|
|
2025
Q1 | $449K | Sell |
17,305
-2,002
| -10% | -$52K | 0.02% | 741 |
|
|
2024
Q4 | $490K | Buy |
19,307
+981
| +5% | +$24.9K | 0.03% | 550 |
|
|
2024
Q3 | $468K | Sell |
18,326
-27
| -0.1% | -$689 | 0.03% | 560 |
|
|
2024
Q2 | $459K | Buy |
18,353
+1,131
| +7% | +$28.3K | 0.03% | 483 |
|
|
2024
Q1 | $432K | Buy |
17,222
+367
| +2% | +$9.2K | 0.03% | 417 |
|
|
2023
Q4 | $420K | Buy |
16,855
+46
| +0.3% | +$1.15K | 0.04% | 418 |
|
|
2023
Q3 | $410K | Buy |
16,809
+1,351
| +9% | +$33K | 0.04% | 394 |
|
|
2023
Q2 | $379K | Buy |
15,458
+1,937
| +14% | +$47.4K | 0.04% | 380 |
|
|
2023
Q1 | $337K | Buy |
13,521
+3,923
| +41% | +$97.9K | 0.04% | 399 |
|
|
2022
Q4 | $234K | Buy |
+9,598
| New | +$234K | 0.03% | 473 |
|