RIA
Regal Investment 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 | $766K | Buy |
+7,440
| New | +$766K | 0.06% | 278 |
|
|
2024
Q3 | – | Sell |
-2,561
| Closed | -$255K | – | 570 |
|
|
2024
Q2 | $255K | Buy |
+2,561
| New | +$255K | 0.02% | 493 |
|
|
2023
Q4 | – | Sell |
-2,128
| Closed | -$206K | – | 561 |
|
|
2023
Q3 | $206K | Sell |
2,128
-566
| -21% | -$54.8K | 0.02% | 463 |
|
|
2023
Q2 | $263K | Sell |
2,694
-58,865
| -96% | -$5.75M | 0.02% | 421 |
|
|
2023
Q1 | $6.11M | Sell |
61,559
-110,492
| -64% | -$11M | 0.54% | 52 |
|
|
2022
Q4 | $16.7M | Sell |
172,051
-1,258
| -0.7% | -$122K | 1.62% | 5 |
|
|
2022
Q3 | $16.7M | Buy |
173,309
+19,634
| +13% | +$1.89M | 1.76% | 6 |
|
|
2022
Q2 | $15.6M | Buy |
153,675
+124,768
| +432% | +$12.7M | 1.62% | 7 |
|
|
2022
Q1 | $3.03M | Buy |
28,907
+15,227
| +111% | +$1.6M | 0.28% | 93 |
|
|
2021
Q4 | $1.45M | Buy |
+13,680
| New | +$1.45M | 0.13% | 162 |
|
|
2018
Q1 | – | Sell |
-6,285
| Closed | -$628K | – | 322 |
|
|
2017
Q4 | $628K | Buy |
+6,285
| New | +$628K | 0.14% | 158 |
|
|
2015
Q2 | – | Sell |
-30
| Closed | -$3K | – | 1009 |
|
|
2015
Q1 | $3K | Sell |
30
-423
| -93% | -$42.3K | ﹤0.01% | 880 |
|
|
2014
Q4 | $45K | Sell |
453
-324
| -42% | -$32.2K | 0.01% | 410 |
|
|
2014
Q3 | $78K | Sell |
777
-186
| -19% | -$18.7K | 0.02% | 346 |
|
|
2014
Q2 | $99K | Sell |
963
-3,421
| -78% | -$352K | 0.04% | 281 |
|
|
2014
Q1 | $443K | Buy |
4,384
+353
| +9% | +$35.7K | 0.19% | 128 |
|
|
2013
Q4 | $407K | Buy |
4,031
+1,916
| +91% | +$193K | 0.23% | 115 |
|
|
2013
Q3 | $214K | Buy |
2,115
+343
| +19% | +$34.7K | 0.13% | 160 |
|
|
2013
Q2 | $178K | Buy |
+1,772
| New | +$178K | 0.1% | 161 |
|