Acorn Wealth Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $322K | Sell |
|
|||||
|
2023
Q2 | $698K | Sell |
|
|||||
|
2023
Q1 | $875K | Sell |
|
|||||
|
2022
Q4 | $1.02M | Sell |
|
|||||
|
2022
Q3 | $1.19M | Buy |
|
|||||
|
2022
Q2 | $1.2M | Sell |
|
|||||
|
2022
Q1 | $1.35M | Sell |
|
|||||
|
2021
Q4 | $1.38M | Buy |
|
|||||
|
2021
Q3 | $1.28M | Buy |
|
|||||
|
2021
Q2 | $1.18M | Buy |
|
|||||
|
2021
Q1 | $533K | Buy |
|
|||||
|
2020
Q4 | $216K | Buy |
|
|||||
|
2020
Q3 | $214K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $210K | Buy |
|
|||||
|
2018
Q1 | $210K | Buy |
|
|||||
|
2017
Q4 | $161K | Buy |
|