Aurora Private 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
Q4
Sell
-2,212
Closed -$214K 168
2023
Q3
$214K Sell
2,212
-30
-1% -$2.9K 0.24% 119
2023
Q2
$219K Buy
2,242
+60
+3% +$5.86K 0.25% 116
2023
Q1
$217K Sell
2,182
-5
-0.2% -$497 0.23% 133
2022
Q4
$212K Sell
2,187
-50
-2% -$4.85K 0.24% 131
2022
Q3
$215K Buy
+2,237
New +$215K 0.1% 150