EFG
Ethos Financial Group’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 | $12.1M | Buy |
117,700
+35,757
| +44% | +$3.68M | 1.04% | 22 |
|
|
2025
Q1 | $8.24M | Buy |
81,943
+253
| +0.3% | +$25.5K | 0.79% | 33 |
|
|
2024
Q4 | $8.22M | Sell |
81,690
-46,427
| -36% | -$4.67M | 1.07% | 28 |
|
|
2024
Q3 | $13M | Buy |
128,117
+4,544
| +4% | +$460K | 2.14% | 11 |
|
|
2024
Q2 | $12.3M | Buy |
123,573
+2,233
| +2% | +$222K | 2.16% | 11 |
|
|
2024
Q1 | $12.1M | Sell |
121,340
-815
| -0.7% | -$81K | 2.28% | 10 |
|
|
2023
Q4 | $12M | Buy |
122,155
+61,608
| +102% | +$6.07M | 2.56% | 8 |
|
|
2023
Q3 | $5.98M | Buy |
60,547
+11,448
| +23% | +$1.13M | 1.55% | 27 |
|
|
2023
Q2 | $4.87M | Hold |
49,099
| – | – | 1.65% | 22 |
|
|
2023
Q1 | $4.87M | Sell |
49,099
-25,901
| -35% | -$2.57M | 1.52% | 23 |
|
|
2022
Q4 | $7.27M | Buy |
+75,000
| New | +$7.27M | 2.46% | 13 |
|