Arkadios Wealth 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 | $341K | Buy |
3,312
+1,247
| +60% | +$128K | 0.01% | 987 |
|
|
2025
Q1 | $214K | Sell |
2,065
-156
| -7% | -$16.1K | 0.01% | 1017 |
|
|
2024
Q4 | $223K | Sell |
2,221
-603
| -21% | -$60.7K | 0.01% | 818 |
|
|
2024
Q3 | $286K | Sell |
2,824
-83
| -3% | -$8.41K | 0.02% | 723 |
|
|
2024
Q2 | $289K | Buy |
+2,907
| New | +$289K | 0.02% | 642 |
|