Abundance Wealth Counselors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-60,517
| Closed | -$5.82M | – | 155 |
|
|
2022
Q3 | $5.82M | Sell |
60,517
-3,965
| -6% | -$381K | 1.66% | 9 |
|
|
2022
Q2 | $6.54M | Sell |
64,482
-1,292
| -2% | -$131K | 1.77% | 9 |
|
|
2022
Q1 | $6.9M | Sell |
65,774
-1,953
| -3% | -$205K | 1.88% | 8 |
|
|
2021
Q4 | $7.17M | Buy |
67,727
+13,398
| +25% | +$1.42M | 1.84% | 9 |
|
|
2021
Q3 | $5.74M | Buy |
54,329
+7,498
| +16% | +$792K | 3.35% | 5 |
|
|
2021
Q2 | $4.98M | Buy |
+46,831
| New | +$4.98M | 1.29% | 11 |
|