Clear Perspectives Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-101,921
| Closed | -$10.3M | – | 232 |
|
|
2022
Q2 | $10.3M | Buy |
101,921
+10,698
| +12% | +$1.09M | 4.03% | 10 |
|
|
2022
Q1 | $9.57M | Buy |
91,223
+1,240
| +1% | +$130K | 3.63% | 9 |
|
|
2021
Q4 | $9.53M | Buy |
89,983
+4,879
| +6% | +$517K | 3.85% | 10 |
|
|
2021
Q3 | $8.99M | Buy |
85,104
+27,159
| +47% | +$2.87M | 4.07% | 10 |
|
|
2021
Q2 | $6.16M | Buy |
+57,945
| New | +$6.16M | 2.97% | 12 |
|