Destiny Wealth Partners’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
Q1 | – | Sell |
-6,146
| Closed | -$596K | – | 584 |
|
|
2022
Q4 | $596K | Sell |
6,146
-163,457
| -96% | -$15.8M | 0.13% | 89 |
|
|
2022
Q3 | $16.3M | Buy |
169,603
+3,979
| +2% | +$382K | 3.66% | 2 |
|
|
2022
Q2 | $16.8M | Sell |
165,624
-19,175
| -10% | -$1.94M | 3.7% | 2 |
|
|
2022
Q1 | $19.4M | Buy |
184,799
+13,066
| +8% | +$1.37M | 3.77% | 3 |
|
|
2021
Q4 | $18.2M | Sell |
171,733
-1,330
| -0.8% | -$141K | 3.5% | 2 |
|
|
2021
Q3 | $18.3M | Sell |
173,063
-26,033
| -13% | -$2.75M | 3.67% | 3 |
|
|
2021
Q2 | $21.2M | Sell |
199,096
-12,533
| -6% | -$1.33M | 4.05% | 2 |
|
|
2021
Q1 | $22.4M | Buy |
+211,629
| New | +$22.4M | 4.67% | 2 |
|