Clearview Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-467
| Closed | -$45.6K | – | 564 |
|
|
2023
Q2 | $45.6K | Sell |
467
-45
| -9% | -$4.39K | 0.05% | 199 |
|
|
2023
Q1 | $50.8K | Sell |
512
-265
| -34% | -$26.3K | 0.05% | 199 |
|
|
2022
Q4 | $75.3K | Sell |
777
-562
| -42% | -$54.5K | 0.06% | 139 |
|
|
2022
Q3 | $129K | Sell |
1,339
-185
| -12% | -$17.8K | 0.1% | 96 |
|
|
2022
Q2 | $155K | Sell |
1,524
-1,251
| -45% | -$127K | 0.12% | 92 |
|
|
2022
Q1 | $291K | Sell |
2,775
-7,923
| -74% | -$831K | 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% | +$158K | 0.47% | 46 |
|
|
2021
Q2 | $593K | Buy |
5,575
+3,603
| +183% | +$383K | 0.37% | 62 |
|
|
2021
Q1 | $208K | Buy |
+1,972
| New | +$208K | 0.14% | 110 |
|