LA
LVW 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 | $40.3M | Sell |
391,145
-7,452
| -2% | -$767K | 4.39% | 5 |
|
|
2025
Q1 | $41.2M | Buy |
398,597
+17,859
| +5% | +$1.85M | 4.93% | 5 |
|
|
2024
Q4 | $38.3M | Buy |
380,738
+26,413
| +7% | +$2.66M | 4.61% | 4 |
|
|
2024
Q3 | $35.9M | Buy |
354,325
+27,479
| +8% | +$2.78M | 4.57% | 4 |
|
|
2024
Q2 | $32.5M | Buy |
326,846
+13,684
| +4% | +$1.36M | 4.75% | 4 |
|
|
2024
Q1 | $31.1M | Buy |
313,162
+23,670
| +8% | +$2.35M | 5.27% | 3 |
|
|
2023
Q4 | $28.5M | Buy |
+289,492
| New | +$28.5M | 5.35% | 3 |
|