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Concurrent Investment Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Concurrent Investment Advisors’s Portfolio STIP Stock Details STIP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$252K Buy
+2,444
New +$252K ﹤0.01% 1144
2024
Q3 		– Sell
-2,262
Closed -$225K – 1049
2024
Q2 		$225K Buy
+2,262
New +$225K 0.01% 824