PG
Patten Group’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 | $1.31M | Buy |
12,696
+582
| +5% | +$59.9K | 0.28% | 106 |
|
|
2025
Q1 | $1.25M | Buy |
12,114
+4,036
| +50% | +$418K | 0.29% | 102 |
|
|
2024
Q4 | $813K | Buy |
+8,078
| New | +$813K | 0.18% | 145 |
|
|
2016
Q1 | – | Sell |
-20
| Closed | -$1.98K | – | 677 |
|
|
2015
Q4 | $1.98K | Hold |
20
| – | – | ﹤0.01% | 641 |
|
|
2015
Q3 | $1.99K | Hold |
20
| – | – | ﹤0.01% | 557 |
|
|
2015
Q2 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 562 |
|