EP 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 | $1.01M | Buy |
9,805
+4,166
| +74% | +$429K | 0.01% | 566 |
|
|
2025
Q1 | $583K | Sell |
5,639
-3,856
| -41% | -$399K | ﹤0.01% | 648 |
|
|
2024
Q4 | $955K | Sell |
9,495
-588
| -6% | -$59.2K | 0.01% | 513 |
|
|
2024
Q3 | $1.02M | Sell |
10,083
-3,051
| -23% | -$309K | 0.01% | 491 |
|
|
2024
Q2 | $1.31M | Buy |
13,134
+2,037
| +18% | +$203K | 0.01% | 343 |
|
|
2024
Q1 | $1.1M | Sell |
11,097
-1,186
| -10% | -$118K | 0.01% | 362 |
|
|
2023
Q4 | $1.21M | Buy |
12,283
+69
| +0.6% | +$6.8K | 0.02% | 337 |
|
|
2023
Q3 | $1.18M | Sell |
12,214
-144,833
| -92% | -$14M | 0.02% | 300 |
|
|
2023
Q2 | $1.08M | Buy |
157,047
+137,247
| +693% | +$947K | 0.02% | 317 |
|
|
2023
Q1 | $0 | Buy |
+19,800
| New | – | ﹤0.01% | 704 |
|
|
2022
Q2 | – | Sell |
-1,052
| Closed | -$110K | – | 692 |
|
|
2022
Q1 | $110K | Buy |
+1,052
| New | +$110K | ﹤0.01% | 620 |
|