AO
Advisor OS’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-6,498
| Closed | -$688K | – | 243 |
|
|
2021
Q4 | $688K | Buy |
6,498
+257
| +4% | +$27.2K | 0.14% | 140 |
|
|
2021
Q3 | $659K | Buy |
6,241
+96
| +2% | +$10.1K | 0.14% | 127 |
|
|
2021
Q2 | $653K | Buy |
6,145
+994
| +19% | +$106K | 0.14% | 117 |
|
|
2021
Q1 | $545K | Buy |
+5,151
| New | +$545K | 0.12% | 114 |
|
|
2020
Q3 | – | Sell |
-4,658
| Closed | -$477K | – | 158 |
|
|
2020
Q2 | $477K | Buy |
+4,658
| New | +$477K | 0.28% | 72 |
|