SAI
Savvy Advisors Inc’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 | $652K | Buy |
6,333
+515
| +9% | +$53K | 0.04% | 298 |
|
|
2025
Q1 | $602K | Buy |
5,818
+173
| +3% | +$17.9K | 0.06% | 255 |
|
|
2024
Q4 | $568K | Buy |
5,645
+228
| +4% | +$22.9K | 0.07% | 230 |
|
|
2024
Q3 | $549K | Sell |
5,417
-109
| -2% | -$11K | 0.11% | 172 |
|
|
2024
Q2 | $550K | Sell |
5,526
-8,195
| -60% | -$815K | 0.18% | 130 |
|
|
2024
Q1 | $1.36M | Sell |
13,721
-5,080
| -27% | -$505K | 0.79% | 26 |
|
|
2023
Q4 | $1.85M | Buy |
+18,801
| New | +$1.85M | 1.8% | 8 |
|