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Castle Rock Wealth Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Castle Rock Wealth Management’s Portfolio STIP Stock Details STIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-2,310
Closed -$234K – 186
2019
Q2 		$234K Buy
+2,310
New +$231K 0.26% 119

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Castle Rock Wealth Management's STIP Position: Q3 2019 in Review

Castle Rock Wealth Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2019, closing a stake of 2,310 shares — an estimated $234K sold.

Castle Rock Wealth Management first reported a position in STIP in Q2 2019 and held it in 1 quarter. The position peaked at $234K in Q2 2019. 229 funds tracked by Wall St. Rank hold STIP as of Q3 2019.

  • Castle Rock Wealth Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Castle Rock Wealth Management sold 2,310 iShares 0-5 Year TIPS Bond ETF shares in Q3 2019, an estimated $234K.
  • Castle Rock Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2019 and held it in 1 quarter.
  • Castle Rock Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $234K in Q2 2019.
  • 229 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2019.

Based on Castle Rock Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.