Glass Jacobson Investment Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $993K | Sell |
9,653
-2,864
| -23% | -$295K | 0.38% | 81 |
|
|
2025
Q1 | $1.26M | Hold |
12,517
| – | – | 0.41% | 74 |
|
|
2024
Q4 | $1.26M | Sell |
12,517
-234
| -2% | -$23.5K | 0.41% | 74 |
|
|
2024
Q3 | $1.29M | Sell |
12,751
-237
| -2% | -$24K | 0.43% | 73 |
|
|
2024
Q2 | $1.29M | Sell |
12,988
-111
| -0.8% | -$11K | 0.47% | 67 |
|
|
2024
Q1 | $1.3M | Buy |
13,099
+410
| +3% | +$40.8K | 0.49% | 65 |
|
|
2023
Q4 | $1.25M | Buy |
12,689
+1,075
| +9% | +$106K | 0.51% | 61 |
|
|
2023
Q3 | $1.13M | Buy |
11,614
+1,299
| +13% | +$126K | 0.52% | 57 |
|
|
2023
Q2 | $1.01M | Buy |
+10,315
| New | +$1.01M | 0.46% | 66 |
|
|
2022
Q4 | $626K | Buy |
+6,458
| New | +$626K | 0.31% | 99 |
|