Lake Street Advisors Group’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
2024
Q2
Sell
-40,947
Closed -$4.07M 658
2024
Q1
$4.07M Buy
40,947
+38,360
+1,483% +$3.81M 0.19% 74
2023
Q4
$255K Buy
+2,587
New +$255K 0.01% 485