BCM
Beaumont 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.59M | Buy |
34,839
+1,313
| +4% | +$135K | 2.45% | 20 |
|
2025
Q1 | $3.47M | Buy |
33,526
+5,689
| +20% | +$589K | 2.56% | 15 |
|
2024
Q4 | $2.8M | Buy |
+27,837
| New | +$2.8M | 2.16% | 18 |
|
2022
Q3 | – | Sell |
-3,351
| Closed | -$339K | – | 42 |
|
2022
Q2 | $339K | Buy |
+3,351
| New | +$339K | 0.28% | 29 |
|