AWS
AJ Wealth Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $33.7M | Sell |
346,606
-876
| -0.3% | -$85.1K | 1.63% | 18 |
|
|
2023
Q1 | $34.3M | Sell |
347,482
-9,384
| -3% | -$927K | 1.79% | 19 |
|
|
2022
Q4 | $34.4M | Buy |
356,866
+343,328
| +2,536% | +$33.1M | 1.81% | 18 |
|
|
2022
Q3 | $1.3M | Buy |
+13,538
| New | +$1.3M | 0.08% | 112 |
|