Balboa Wealth Partners’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
Q3
Sell
-2,254
Closed -$220K 322
2023
Q2
$220K Hold
2,254
0.08% 216
2023
Q1
$224K Sell
2,254
-60
-3% -$5.95K 0.08% 205
2022
Q4
$224K Hold
2,314
0.1% 198
2022
Q3
$222K Buy
+2,314
New +$222K 0.1% 183