AWAG
ARS Wealth Advisors 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-126,198
| Closed | -$12.1M | – | 151 |
|
|
2022
Q3 | $12.1M | Buy |
126,198
+1,453
| +1% | +$140K | 1.85% | 14 |
|
|
2022
Q2 | $12.7M | Buy |
124,745
+3,020
| +2% | +$306K | 1.74% | 15 |
|
|
2022
Q1 | $12.8M | Sell |
121,725
-1,044
| -0.9% | -$110K | 2.23% | 16 |
|
|
2021
Q4 | $13M | Buy |
122,769
+12,218
| +11% | +$1.29M | 2.18% | 15 |
|
|
2021
Q3 | $11.7M | Buy |
+110,551
| New | +$11.7M | 2.12% | 13 |
|