LA
Latitude 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 | $853K | Sell |
8,284
-416
| -5% | -$42.8K | 0.43% | 55 |
|
|
2025
Q1 | $900K | Sell |
8,700
-833
| -9% | -$86.2K | 0.52% | 45 |
|
|
2024
Q4 | $959K | Sell |
9,533
-153
| -2% | -$15.4K | 0.54% | 48 |
|
|
2024
Q3 | $981K | Buy |
9,686
+262
| +3% | +$26.5K | 0.56% | 45 |
|
|
2024
Q2 | $938K | Buy |
9,424
+34
| +0.4% | +$3.38K | 0.57% | 38 |
|
|
2024
Q1 | $934K | Buy |
9,390
+281
| +3% | +$27.9K | 0.58% | 33 |
|
|
2023
Q4 | $898K | Sell |
9,109
-4,021
| -31% | -$396K | 0.63% | 33 |
|
|
2023
Q3 | $1.27M | Buy |
13,130
+268
| +2% | +$26K | 0.91% | 24 |
|
|
2023
Q2 | $1.26M | Buy |
12,862
+4,048
| +46% | +$395K | 0.87% | 24 |
|
|
2023
Q1 | $875K | Buy |
8,814
+1,199
| +16% | +$119K | 0.63% | 34 |
|
|
2022
Q4 | $738K | Buy |
+7,615
| New | +$738K | 0.55% | 33 |
|