ACG
Allen Capital Group’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
Q1 | – | Sell |
-8,671
| Closed | -$841K | – | 187 |
|
|
2022
Q4 | $841K | Buy |
+8,671
| New | +$841K | 0.83% | 21 |
|
|
2018
Q4 | – | Sell |
-23,105
| Closed | -$2.28M | – | 128 |
|
|
2018
Q3 | $2.28M | Buy |
23,105
+6,211
| +37% | +$613K | 0.76% | 34 |
|
|
2018
Q2 | $1.68M | Buy |
+16,894
| New | +$1.68M | 0.62% | 36 |
|