Astoria Strategic Wealth’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
Q1 | – | Sell |
-55,884
| Closed | -$5.42M | – | 33 |
|
|
2022
Q4 | $5.42M | Buy |
55,884
+20,468
| +58% | +$1.98M | 2.27% | 12 |
|
|
2022
Q3 | $3.4M | Buy |
35,416
+23,911
| +208% | +$2.3M | 1.55% | 14 |
|
|
2022
Q2 | $1.17M | Buy |
11,505
+598
| +5% | +$60.7K | 0.51% | 22 |
|
|
2022
Q1 | $1.15M | Hold |
10,907
| – | – | 0.45% | 21 |
|
|
2021
Q4 | $1.16M | Buy |
+10,907
| New | +$1.16M | 0.44% | 22 |
|