BPWA
Beacon Pointe Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $2.2M | Sell |
21,879
-11,035
| -34% | -$1.11M | 0.4% | 52 |
|
|
2019
Q3 | $3.29M | Sell |
32,914
-5,740
| -15% | -$574K | 0.69% | 29 |
|
|
2019
Q2 | $3.88M | Buy |
38,654
+12,527
| +48% | +$1.26M | 0.82% | 27 |
|
|
2019
Q1 | $2.61M | Sell |
26,127
-1,939
| -7% | -$194K | 0.6% | 36 |
|
|
2018
Q4 | $2.76M | Buy |
+28,066
| New | +$2.76M | 1% | 23 |
|