BIA
Bell Investment 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 | $2.21M | Buy |
21,431
+63
| +0.3% | +$6.48K | 0.38% | 36 |
|
2025
Q1 | $2.21M | Buy |
21,368
+743
| +4% | +$76.9K | 0.41% | 31 |
|
2024
Q4 | $2.07M | Buy |
20,625
+1,238
| +6% | +$125K | 0.39% | 34 |
|
2024
Q3 | $1.96M | Sell |
19,387
-361
| -2% | -$36.6K | 0.36% | 35 |
|
2024
Q2 | $1.96M | Sell |
19,748
-2,720
| -12% | -$271K | 0.39% | 34 |
|
2024
Q1 | $2.23M | Sell |
22,468
-2,020
| -8% | -$201K | 0.44% | 31 |
|
2023
Q4 | $2.41M | Buy |
24,488
+5,861
| +31% | +$578K | 0.5% | 29 |
|
2023
Q3 | $1.81M | Sell |
18,627
-16,806
| -47% | -$1.63M | 0.4% | 32 |
|
2023
Q2 | $3.46M | Buy |
35,433
+219
| +0.6% | +$21.4K | 0.77% | 27 |
|
2023
Q1 | $3.49M | Sell |
35,214
-799
| -2% | -$79.3K | 0.82% | 25 |
|
2022
Q4 | $3.49M | Buy |
+36,013
| New | +$3.49M | 0.87% | 23 |
|