TA
Tiedemann Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $147M | Sell |
1,520,895
-831,050
| -35% | -$80.5M | 6.32% | 5 |
|
2023
Q2 | $230M | Buy |
2,351,945
+240,051
| +11% | +$23.4M | 9.76% | 4 |
|
2023
Q1 | $210M | Buy |
2,111,894
+501,924
| +31% | +$49.8M | 9.52% | 3 |
|
2022
Q4 | $156M | Buy |
1,609,970
+1,601,052
| +17,953% | +$155M | 7.48% | 4 |
|
2022
Q3 | $857K | Buy |
+8,918
| New | +$857K | 0.05% | 121 |
|