Apella Capital’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-2,791
| Closed | -$278K | – | 318 |
|
2024
Q1 | $278K | Sell |
2,791
-891
| -24% | -$88.6K | 0.01% | 253 |
|
2023
Q4 | $363K | Sell |
3,682
-21,927
| -86% | -$2.16M | 0.02% | 216 |
|
2023
Q3 | $2.48M | Sell |
25,609
-368
| -1% | -$35.7K | 0.18% | 73 |
|
2023
Q2 | $2.54M | Buy |
+25,977
| New | +$2.54M | 0.18% | 72 |
|
2022
Q4 | $2.81M | Buy |
+29,011
| New | +$2.81M | 0.26% | 62 |
|