PEA
Park Edge 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 | $9.63M | Buy |
93,538
+14,630
| +19% | +$1.51M | 2.47% | 4 |
|
2025
Q1 | $8.16M | Buy |
78,908
+3,267
| +4% | +$338K | 2.27% | 6 |
|
2024
Q4 | $7.61M | Sell |
75,641
-39,275
| -34% | -$3.95M | 2.21% | 7 |
|
2024
Q3 | $11.6M | Buy |
114,916
+9,284
| +9% | +$941K | 3.33% | 2 |
|
2024
Q2 | $10.5M | Buy |
105,632
+4,423
| +4% | +$440K | 3.21% | 3 |
|
2024
Q1 | $10.1M | Buy |
+101,209
| New | +$10.1M | 2.81% | 4 |
|