STA
Smith Thornton Advisors’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $446K | Sell |
4,055
-770
| -16% | -$84.7K | 0.26% | 85 |
|
|
2025
Q1 | $536K | Hold |
4,825
| – | – | 0.33% | 69 |
|
|
2024
Q4 | $514K | Sell |
4,825
-2,044
| -30% | -$218K | 0.32% | 77 |
|
|
2024
Q3 | $759K | Sell |
6,869
-60
| -0.9% | -$6.63K | 0.5% | 62 |
|
|
2024
Q2 | $740K | Buy |
+6,929
| New | +$740K | 0.54% | 57 |
|