American Money Management, LLC STIP holdings history
ISHARES 0-5 YEAR TIPS BOND E · CUSIP 46429B747 · CIK 1600085
As of 2026-06-30, American Money Management, LLC reported 144.29K STIP (shares), valued at $14.74M, or 2.11% of its reported non-derivative portfolio. Filed 2026-08-13.
Verify history & sources →Shares increased 0.54%; reported value decreased 0.69%, and weight changed -0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.11% | 144,295 | SEC filing ↗Filed Aug 13, 2026 |
| Q1 2026 | 2.35% | 143,521 | SEC filing ↗Filed May 11, 2026 |
| Q4 2025 | 2.23% | 138,281 | SEC filing ↗Filed Feb 10, 2026 |
| Q3 2025 | 2.26% | 130,810 | SEC filing ↗Filed Nov 10, 2025 |
| Q2 2025 | 2.30% | 126,493 | SEC filing ↗Filed Aug 13, 2025 |
| Q1 2025 | 2.45% | 124,657 | SEC filing ↗Filed May 13, 2025 |
| Q4 2024 | 2.35% | 119,757 | SEC filing ↗Filed Feb 12, 2025 |
| Q3 2024 | 2.26% | 111,533 | SEC filing ↗Filed Nov 12, 2024 |
| Q2 2024 | 2.32% | 109,300 | SEC filing ↗Filed Aug 13, 2024 |
| Q1 2024 | 2.28% | 109,914 | SEC filing ↗Filed May 9, 2024 |
| Q4 2023 | 2.16% | 97,307 | SEC filing ↗Filed Feb 13, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 2.16% | 97,307 | $9.59M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 13, 2024 |
| Q1 2024 | 2.28% | 109,914 | $10.93M | Shares increased 12.96%; reported value increased 13.92%, and weight changed +0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 9, 2024 |
| Q2 2024 | 2.32% | 109,300 | $10.87M | Shares decreased 0.56%; reported value decreased 0.50%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2024 |
| Q3 2024 | 2.26% | 111,533 | $11.30M | Shares increased 2.04%; reported value increased 3.92%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2024 |
| Q4 2024 | 2.35% | 119,757 | $12.05M | Shares increased 7.37%; reported value increased 6.61%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2025 |
| Q1 2025 | 2.45% | 124,657 | $12.90M | Shares increased 4.09%; reported value increased 7.06%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2025 |
| Q2 2025 | 2.30% | 126,493 | $13.02M | Shares increased 1.47%; reported value increased 0.92%, and weight changed -0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2025 |
| Q3 2025 | 2.26% | 130,810 | $13.52M | Shares increased 3.41%; reported value increased 3.87%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 10, 2025 |
| Q4 2025 | 2.23% | 138,281 | $14.16M | Shares increased 5.71%; reported value increased 4.72%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 10, 2026 |
| Q1 2026 | 2.35% | 143,521 | $14.84M | Shares increased 3.79%; reported value increased 4.84%, and weight changed +0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 11, 2026 |
| Q2 2026 | 2.11% | 144,295 | $14.74M | Shares increased 0.54%; reported value decreased 0.69%, and weight changed -0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2026 |
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