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Confluence Wealth Services’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Confluence Wealth Services’s Portfolio STIP Stock Details STIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-400
Closed -$42K – 1034
2021
Q4 		$42K Buy
+400
New +$42.4K 0.01% 514

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Confluence Wealth Services's STIP Position: Q1 2022 in Review

Confluence Wealth Services sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2022, closing a stake of 400 shares — an estimated $42K sold.

Confluence Wealth Services first reported a position in STIP in Q4 2021 and held it in 1 quarter. The position peaked at $42K in Q4 2021. 551 funds tracked by Wall St. Rank hold STIP as of Q1 2022.

  • Confluence Wealth Services reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 400 iShares 0-5 Year TIPS Bond ETF shares in Q1 2022, an estimated $42K.
  • Confluence Wealth Services first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's iShares 0-5 Year TIPS Bond ETF position peaked at $42K in Q4 2021.
  • 551 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.