Clearview Wealth Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-467
Closed -$45.6K 564
2023
Q2
$45.6K Sell
467
-45
-9% -$4.43K 0.05% 199
2023
Q1
$50.8K Sell
512
-265
-34% -$25.9K 0.05% 199
2022
Q4
$75.3K Sell
777
-562
-42% -$54.6K 0.06% 139
2022
Q3
$129K Sell
1,339
-185
-12% -$18.5K 0.1% 96
2022
Q2
$155K Sell
1,524
-1,251
-45% -$129K 0.12% 92
2022
Q1
$291K Sell
2,775
-7,923
-74% -$834K 0.19% 78
2021
Q4
$1.13M Buy
10,698
+3,622
+51% +$384K 0.69% 34
2021
Q3
$747K Buy
7,076
+1,501
+27% +$159K 0.47% 46
2021
Q2
$593K Buy
5,575
+3,603
+183% +$383K 0.37% 62
2021
Q1
$208K Buy
+1,972
New +$207K 0.14% 110

Other funds holding STIP