SAG
SageView Advisory 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
Q1 | – | Sell |
-2,669
| Closed | -$269K | – | 620 |
|
|
2024
Q4 | $269K | Buy |
+2,669
| New | +$269K | 0.01% | 487 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 816 |
|
|
2023
Q4 | – | Sell |
-4,346
| Closed | -$421K | – | 432 |
|
|
2023
Q3 | $421K | Sell |
4,346
-222
| -5% | -$21.5K | 0.02% | 355 |
|
|
2023
Q2 | $446K | Buy |
4,568
+2,446
| +115% | +$239K | 0.02% | 370 |
|
|
2023
Q1 | $211K | Sell |
2,122
-3,055
| -59% | -$303K | 0.01% | 443 |
|
|
2022
Q4 | $502K | Buy |
+5,177
| New | +$502K | 0.04% | 240 |
|