Crown Wealth Group’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
-18,064
Closed -$1.83M 71
2022
Q2
$1.83M Buy
18,064
+5,158
+40% +$523K 1.66% 13
2022
Q1
$1.35M Sell
12,906
-1,295
-9% -$136K 0.94% 25
2021
Q4
$1.5M Buy
+14,201
New +$1.5M 1.4% 18