SAM
Satovsky Asset Management’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 | $292K | Buy |
2,838
+43
| +2% | +$4.43K | 0.06% | 45 |
|
|
2025
Q1 | $289K | Buy |
2,795
+4
| +0.1% | +$414 | 0.06% | 40 |
|
|
2024
Q4 | $281K | Buy |
2,791
+18
| +0.6% | +$1.81K | 0.06% | 36 |
|
|
2024
Q3 | $281K | Buy |
2,773
+30
| +1% | +$3.04K | 0.06% | 36 |
|
|
2024
Q2 | $273K | Buy |
2,743
+38
| +1% | +$3.78K | 0.07% | 33 |
|
|
2024
Q1 | $269K | Sell |
2,705
-45
| -2% | -$4.48K | 0.08% | 34 |
|
|
2023
Q4 | $271K | Buy |
2,750
+66
| +2% | +$6.51K | 0.08% | 35 |
|
|
2023
Q3 | $260K | Buy |
2,684
+28
| +1% | +$2.71K | 0.09% | 32 |
|
|
2023
Q2 | $259K | Buy |
2,656
+27
| +1% | +$2.64K | 0.09% | 36 |
|
|
2023
Q1 | $261K | Buy |
+2,629
| New | +$261K | 0.1% | 31 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 33 |
|