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Charles Carroll Financial Partners’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Charles Carroll Financial Partners’s Portfolio STIP Stock Details STIP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-88,611
Closed -$8.99M – 47
2022
Q2 		$8.99M Hold
88,611
– – 11.74% 1
2022
Q1 		$9.3M Buy
88,611
+31,880
+56% +$3.35M 9.63% 3
2021
Q4 		$6.01M Buy
+56,731
New +$6.01M 5.96% 6