Bartlett & Co’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 | $24K | Sell |
245
-3
| -1% | -$294 | ﹤0.01% | 851 |
|
2023
Q3 | $24K | Sell |
248
-105
| -30% | -$10.2K | ﹤0.01% | 783 |
|
2023
Q2 | $34K | Buy |
353
+3
| +0.9% | +$289 | ﹤0.01% | 732 |
|
2023
Q1 | $35K | Hold |
350
| – | – | ﹤0.01% | 621 |
|
2022
Q4 | $34K | Hold |
350
| – | – | ﹤0.01% | 636 |
|
2022
Q3 | $34K | Hold |
350
| – | – | ﹤0.01% | 626 |
|
2022
Q2 | $36K | Hold |
350
| – | – | ﹤0.01% | 633 |
|
2022
Q1 | $37K | Buy |
+350
| New | +$37K | ﹤0.01% | 638 |
|