LFA
LifeGuide Financial 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 | $2.17M | Sell |
21,052
-1,429
| -6% | -$147K | 0.8% | 16 |
|
|
2025
Q1 | $2.33M | Sell |
22,481
-819
| -4% | -$84.7K | 0.95% | 13 |
|
|
2024
Q4 | $2.34M | Buy |
23,300
+2,755
| +13% | +$277K | 1.01% | 12 |
|
|
2024
Q3 | $2.08M | Buy |
20,545
+716
| +4% | +$72.5K | 0.89% | 12 |
|
|
2024
Q2 | $1.97M | Buy |
19,829
+423
| +2% | +$42.1K | 0.96% | 12 |
|
|
2024
Q1 | $1.93M | Sell |
19,406
-57
| -0.3% | -$5.67K | 0.97% | 12 |
|
|
2023
Q4 | $1.92M | Sell |
19,463
-621
| -3% | -$61.2K | 1.01% | 11 |
|
|
2023
Q3 | $1.95M | Buy |
20,084
+3,380
| +20% | +$328K | 1.14% | 11 |
|
|
2023
Q2 | $1.63M | Buy |
16,704
+3,659
| +28% | +$357K | 1.1% | 11 |
|
|
2023
Q1 | $1.29M | Sell |
13,045
-10,421
| -44% | -$1.03M | 1.04% | 10 |
|
|
2022
Q4 | $2.28M | Buy |
23,466
+9,550
| +69% | +$926K | 1.97% | 6 |
|
|
2022
Q3 | $1.34M | Buy |
13,916
+239
| +2% | +$23K | 1.31% | 7 |
|
|
2022
Q2 | $1.39M | Sell |
13,677
-3,116
| -19% | -$316K | 1.27% | 8 |
|
|
2022
Q1 | $1.76M | Buy |
16,793
+191
| +1% | +$20K | 1.36% | 9 |
|
|
2021
Q4 | $1.76M | Buy |
+16,602
| New | +$1.76M | 1.31% | 8 |
|