Joseph P. Lucia & Associates’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $843K | Sell |
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|
2025
Q2 | $868K | Sell |
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2025
Q1 | $929K | Sell |
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|
2024
Q4 | $914K | Sell |
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|
2024
Q3 | $974K | Sell |
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|
2024
Q2 | $1.17M | Sell |
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|
2024
Q1 | $1.3M | Sell |
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|
2023
Q4 | $1.4M | Sell |
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|
2023
Q3 | $1.58M | Sell |
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|
2023
Q2 | $1.66M | Sell |
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|
2023
Q1 | $1.8M | Sell |
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|
2022
Q4 | $1.93M | Sell |
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|
2022
Q3 | $2.06M | Buy |
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|
2022
Q2 | $2.1M | Buy |
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