Running Point Capital 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 | $33.8K | Hold |
328
| – | – | 0.01% | 150 |
|
2025
Q1 | $33.9K | Hold |
328
| – | – | 0.01% | 141 |
|
2024
Q4 | $33K | Hold |
328
| – | – | 0.01% | 130 |
|
2024
Q3 | $33.2K | Hold |
328
| – | – | 0.01% | 120 |
|
2024
Q2 | $32.6K | Hold |
328
| – | – | 0.01% | 116 |
|
2024
Q1 | $32.6K | Hold |
328
| – | – | 0.01% | 115 |
|
2023
Q4 | $32.3K | Sell |
328
-103
| -24% | -$10.2K | 0.02% | 123 |
|
2023
Q3 | $41.8K | Hold |
431
| – | – | 0.02% | 117 |
|
2023
Q2 | $42.1K | Hold |
431
| – | – | 0.02% | 117 |
|
2023
Q1 | $42.8K | Hold |
431
| – | – | 0.03% | 113 |
|
2022
Q4 | $41.8K | Buy |
431
+103
| +31% | +$9.99K | 0.03% | 164 |
|
2022
Q3 | $32K | Hold |
328
| – | – | 0.02% | 166 |
|
2022
Q2 | $33K | Buy |
+328
| New | +$33K | 0.02% | 167 |
|