PMA
Prudent Man Advisors’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $462K | Hold |
4,197
| – | – | 0.15% | 123 |
|
|
2025
Q1 | $466K | Buy |
4,197
+251
| +6% | +$27.9K | 0.17% | 123 |
|
|
2024
Q4 | $420K | Buy |
3,946
+221
| +6% | +$23.5K | 0.15% | 124 |
|
|
2024
Q3 | $412K | Hold |
3,725
| – | – | 0.14% | 128 |
|
|
2024
Q2 | $398K | Hold |
3,725
| – | – | 0.14% | 124 |
|
|
2024
Q1 | $400K | Sell |
3,725
-7
| -0.2% | -$752 | 0.15% | 122 |
|
|
2023
Q4 | $401K | Hold |
3,732
| – | – | 0.15% | 130 |
|
|
2023
Q3 | $387K | Hold |
3,732
| – | – | 0.15% | 124 |
|
|
2023
Q2 | $402K | Hold |
3,732
| – | – | 0.15% | 125 |
|
|
2023
Q1 | $411K | Buy |
3,732
+12
| +0.3% | +$1.32K | 0.16% | 123 |
|
|
2022
Q4 | $396K | Hold |
3,720
| – | – | 0.16% | 126 |
|
|
2022
Q3 | $390K | Hold |
3,720
| – | – | 0.18% | 113 |
|
|
2022
Q2 | $423K | Buy |
3,720
+944
| +34% | +$107K | 0.2% | 104 |
|
|
2022
Q1 | $345K | Sell |
2,776
-5
| -0.2% | -$621 | 0.14% | 119 |
|
|
2021
Q4 | $359K | Hold |
2,781
| – | – | 0.14% | 117 |
|
|
2021
Q3 | $355K | Hold |
2,781
| – | – | 0.13% | 122 |
|
|
2021
Q2 | $356K | Sell |
2,781
-1
| -0% | -$128 | 0.14% | 120 |
|
|
2021
Q1 | $349K | Hold |
2,782
| – | – | 0.15% | 120 |
|
|
2020
Q4 | $355K | Hold |
2,782
| – | – | 0.15% | 115 |
|
|
2020
Q3 | $352K | Hold |
2,782
| – | – | 0.19% | 100 |
|
|
2020
Q2 | $342K | Buy |
+2,782
| New | +$342K | 0.3% | 90 |
|