AFG Fiduciary Services’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
2023
Q4
Sell
-31,607
Closed -$3.07M 85
2023
Q3
$3.07M Buy
31,607
+1,003
+3% +$97.4K 2.72% 10
2023
Q2
$2.98M Buy
30,604
+20,481
+202% +$1.99M 2.24% 11
2023
Q1
$1M Buy
10,123
+400
+4% +$39.7K 0.93% 23
2022
Q4
$943K Buy
+9,723
New +$943K 0.89% 24