EPM
Elm Partners 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 | $46.1M | Sell |
447,837
-108,881
| -20% | -$11.2M | 2.68% | 12 |
|
|
2025
Q1 | $57.6M | Buy |
556,718
+376,939
| +210% | +$39M | 3.71% | 9 |
|
|
2024
Q4 | $18.1M | Buy |
179,779
+74,956
| +72% | +$7.54M | 1.24% | 16 |
|
|
2024
Q3 | $10.6M | Sell |
104,823
-77,222
| -42% | -$7.82M | 0.76% | 21 |
|
|
2024
Q2 | $18.1M | Buy |
182,045
+80,089
| +79% | +$7.97M | 1.39% | 16 |
|
|
2024
Q1 | $10.1M | Sell |
101,956
-12,759
| -11% | -$1.27M | 0.8% | 23 |
|
|
2023
Q4 | $11.3M | Buy |
114,715
+54,017
| +89% | +$5.33M | 1.03% | 24 |
|
|
2023
Q3 | $5.88M | Buy |
60,698
+32,676
| +117% | +$3.17M | 0.61% | 24 |
|
|
2023
Q2 | $2.73M | Sell |
28,022
-60,035
| -68% | -$5.86M | 0.28% | 28 |
|
|
2023
Q1 | $8.74M | Buy |
+88,057
| New | +$8.74M | 0.92% | 20 |
|