MC
McMorgan & Co’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 | $9.58M | Buy |
93,127
+1,042
| +1% | +$107K | 1.41% | 18 |
|
|
2025
Q1 | $9.53M | Buy |
+92,085
| New | +$9.53M | 1.52% | 18 |
|
|
2023
Q1 | – | Sell |
-85,651
| Closed | -$8.3M | – | 58 |
|
|
2022
Q4 | $8.3M | Buy |
85,651
+1,095
| +1% | +$106K | 1.78% | 9 |
|
|
2022
Q3 | $8.13M | Buy |
+84,556
| New | +$8.13M | 1.92% | 9 |
|