HPM
Hudson Portfolio 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 | $2.71M | Buy |
26,360
+555
| +2% | +$57.1K | 2.54% | 5 |
|
|
2025
Q1 | $2.67M | Buy |
25,805
+2,415
| +10% | +$250K | 2.56% | 6 |
|
|
2024
Q4 | $2.35M | Buy |
23,390
+2,690
| +13% | +$271K | 2.31% | 8 |
|
|
2024
Q3 | $2.1M | Buy |
+20,700
| New | +$2.1M | 2.06% | 10 |
|
|
2023
Q4 | $2.02M | Sell |
20,515
-1,650
| -7% | -$163K | 2.19% | 11 |
|
|
2023
Q3 | $2.15M | Buy |
22,165
+125
| +0.6% | +$12.1K | 2.45% | 7 |
|
|
2023
Q2 | $2.15M | Sell |
22,040
-60
| -0.3% | -$5.86K | 2.34% | 9 |
|
|
2023
Q1 | $2.19M | Sell |
22,100
-90
| -0.4% | -$8.93K | 2.46% | 5 |
|
|
2022
Q4 | $2.15M | Sell |
22,190
-343
| -2% | -$33.3K | 2.38% | 6 |
|
|
2022
Q3 | $2.17M | Sell |
22,533
-747
| -3% | -$71.8K | 2.56% | 6 |
|
|
2022
Q2 | $2.36M | Sell |
23,280
-2,230
| -9% | -$226K | 2.44% | 9 |
|
|
2022
Q1 | $2.68M | Buy |
25,510
+3,458
| +16% | +$363K | 2.36% | 9 |
|
|
2021
Q4 | $2.33M | Buy |
22,052
+17,680
| +404% | +$1.87M | 2.06% | 13 |
|
|
2021
Q3 | $461K | Buy |
+4,372
| New | +$461K | 0.42% | 74 |
|