LPAM
Lodestar Private Asset Management’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.65M | Buy |
42,232
+4,293
| +11% | +$472K | 0.54% | 49 |
|
|
2025
Q1 | $4.21M | Buy |
37,939
+1,351
| +4% | +$150K | 0.53% | 47 |
|
|
2024
Q4 | $3.9M | Buy |
36,588
+581
| +2% | +$61.9K | 0.49% | 51 |
|
|
2024
Q3 | $3.98M | Sell |
36,007
-758
| -2% | -$83.7K | 0.51% | 48 |
|
|
2024
Q2 | $3.93M | Buy |
36,765
+513
| +1% | +$54.8K | 0.54% | 45 |
|
|
2024
Q1 | $3.89M | Buy |
36,252
+720
| +2% | +$77.3K | 0.56% | 45 |
|
|
2023
Q4 | $3.82M | Sell |
35,532
-4,048
| -10% | -$435K | 0.59% | 43 |
|
|
2023
Q3 | $4.11M | Sell |
39,580
-4,327
| -10% | -$449K | 0.7% | 42 |
|
|
2023
Q2 | $4.73M | Buy |
43,907
+1,643
| +4% | +$177K | 0.79% | 33 |
|
|
2023
Q1 | $4.66M | Buy |
42,264
+1,384
| +3% | +$153K | 0.83% | 34 |
|
|
2022
Q4 | $4.35M | Buy |
+40,880
| New | +$4.35M | 0.83% | 34 |
|