LPAM
Lodestar Private Asset Management’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 | $674K | Sell |
6,551
-165
| -2% | -$17K | 0.08% | 122 |
|
2025
Q1 | $695K | Buy |
6,716
+80
| +1% | +$8.28K | 0.09% | 117 |
|
2024
Q4 | $668K | Sell |
6,636
-123
| -2% | -$12.4K | 0.08% | 121 |
|
2024
Q3 | $685K | Sell |
6,759
-464
| -6% | -$47K | 0.09% | 118 |
|
2024
Q2 | $719K | Sell |
7,223
-100
| -1% | -$9.95K | 0.1% | 112 |
|
2024
Q1 | $728K | Sell |
7,323
-101
| -1% | -$10K | 0.1% | 107 |
|
2023
Q4 | $732K | Buy |
7,424
+300
| +4% | +$29.6K | 0.11% | 107 |
|
2023
Q3 | $690K | Sell |
7,124
-2,588
| -27% | -$251K | 0.12% | 108 |
|
2023
Q2 | $948K | Sell |
9,712
-15
| -0.2% | -$1.46K | 0.16% | 90 |
|
2023
Q1 | $965K | Buy |
9,727
+89
| +0.9% | +$8.83K | 0.17% | 91 |
|
2022
Q4 | $935K | Buy |
+9,638
| New | +$935K | 0.18% | 90 |
|