CP
Castleview Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,313
| Closed | -$239K | – | 192 |
|
|
2025
Q1 | $239K | Buy |
+2,313
| New | +$239K | 0.16% | 153 |
|
|
2024
Q3 | – | Sell |
-13
| Closed | -$1.29K | – | 876 |
|
|
2024
Q2 | $1.29K | Hold |
13
| – | – | ﹤0.01% | 786 |
|
|
2024
Q1 | $1.29K | Hold |
13
| – | – | ﹤0.01% | 777 |
|
|
2023
Q4 | $1.28K | Buy |
+13
| New | +$1.28K | ﹤0.01% | 746 |
|
|
2022
Q3 | – | Sell |
-1,572
| Closed | -$74.5K | – | 748 |
|
|
2022
Q2 | $74.5K | Buy |
1,572
+1,333
| +558% | +$63.2K | 0.06% | 243 |
|
|
2022
Q1 | $25K | Sell |
239
-16,384
| -99% | -$1.71M | 0.02% | 408 |
|
|
2021
Q4 | $157 | Buy |
+16,623
| New | +$157 | ﹤0.01% | 728 |
|
|
2021
Q2 | $9K | Buy |
+84
| New | +$9K | ﹤0.01% | 723 |
|