JSA
Jacobson & Schmitt 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 | $18.9M | Buy |
183,820
+2,503
| +1% | +$258K | 3.35% | 7 |
|
|
2025
Q1 | $18.8M | Buy |
181,317
+6,588
| +4% | +$682K | 3.83% | 5 |
|
|
2024
Q4 | $17.6M | Buy |
+174,729
| New | +$17.6M | 3.4% | 5 |
|
|
2019
Q1 | – | Sell |
-10,098
| Closed | -$990K | – | 35 |
|
|
2018
Q4 | $990K | Buy |
10,098
+127
| +1% | +$12.5K | 0.71% | 30 |
|
|
2018
Q3 | $985K | Buy |
9,971
+633
| +7% | +$62.5K | 0.62% | 31 |
|
|
2018
Q2 | $931K | Buy |
+9,338
| New | +$931K | 0.62% | 32 |
|