JPLA
Joseph P. Lucia & Associates’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 | $868K | Sell |
8,438
-545
| -6% | -$56.1K | 0.36% | 73 |
|
|
2025
Q1 | $929K | Sell |
8,983
-100
| -1% | -$10.3K | 0.42% | 67 |
|
|
2024
Q4 | $914K | Sell |
9,083
-527
| -5% | -$53K | 0.41% | 63 |
|
|
2024
Q3 | $974K | Sell |
9,610
-2,145
| -18% | -$217K | 0.45% | 62 |
|
|
2024
Q2 | $1.17M | Sell |
11,755
-1,348
| -10% | -$134K | 0.6% | 50 |
|
|
2024
Q1 | $1.3M | Sell |
13,103
-1,119
| -8% | -$111K | 0.7% | 45 |
|
|
2023
Q4 | $1.4M | Sell |
14,222
-2,042
| -13% | -$201K | 0.87% | 37 |
|
|
2023
Q3 | $1.58M | Sell |
16,264
-708
| -4% | -$68.6K | 1.1% | 34 |
|
|
2023
Q2 | $1.66M | Sell |
16,972
-1,187
| -7% | -$116K | 1.11% | 31 |
|
|
2023
Q1 | $1.8M | Sell |
18,159
-1,697
| -9% | -$168K | 1.26% | 30 |
|
|
2022
Q4 | $1.93M | Sell |
19,856
-1,550
| -7% | -$150K | 1.44% | 27 |
|
|
2022
Q3 | $2.06M | Buy |
21,406
+720
| +3% | +$69.2K | 1.62% | 20 |
|
|
2022
Q2 | $2.1M | Buy |
+20,686
| New | +$2.1M | 1.48% | 20 |
|