SHJ
Sharkey, Howes & Javer’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 | $2.36M | Buy |
+22,919
| New | +$2.36M | 0.32% | 58 |
|
|
2023
Q3 | – | Sell |
-2,196
| Closed | -$214K | – | 115 |
|
|
2023
Q2 | $214K | Hold |
2,196
| – | – | 0.04% | 92 |
|
|
2023
Q1 | $218K | Hold |
2,196
| – | – | 0.05% | 87 |
|
|
2022
Q4 | $213K | Sell |
2,196
-2,211
| -50% | -$214K | 0.05% | 90 |
|
|
2022
Q3 | $424K | Sell |
4,407
-56,835
| -93% | -$5.47M | 0.09% | 80 |
|
|
2022
Q2 | $6.21M | Buy |
61,242
+9,392
| +18% | +$953K | 1.5% | 15 |
|
|
2022
Q1 | $5.44M | Sell |
51,850
-3,169
| -6% | -$333K | 1.25% | 21 |
|
|
2021
Q4 | $5.83M | Buy |
55,019
+51,002
| +1,270% | +$5.4M | 1.32% | 19 |
|
|
2021
Q3 | $424K | Buy |
+4,017
| New | +$424K | 0.11% | 61 |
|