EisnerAmper Wealth Management Corporate Benefits’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
Q4 | $1.46M | Sell |
14,754
-281
| -2% | -$27.7K | 0.53% | 41 |
|
|
2023
Q3 | $1.46M | Sell |
15,035
-16,870
| -53% | -$1.63M | 0.65% | 39 |
|
|
2023
Q2 | $3.11M | Sell |
31,905
-252
| -0.8% | -$24.6K | 1.49% | 20 |
|
|
2023
Q1 | $3.19M | Buy |
32,157
+12,928
| +67% | +$1.28M | 1.54% | 21 |
|
|
2022
Q4 | $1.86M | Sell |
19,229
-9,611
| -33% | -$932K | 0.95% | 25 |
|
|
2022
Q3 | $2.77M | Buy |
28,840
+164
| +0.6% | +$15.8K | 1.58% | 23 |
|
|
2022
Q2 | $2.91M | Buy |
28,676
+3,406
| +13% | +$346K | 1.54% | 22 |
|
|
2022
Q1 | $2.65M | Buy |
25,270
+2,662
| +12% | +$279K | 1.27% | 25 |
|
|
2021
Q4 | $2.39M | Buy |
22,608
+5,564
| +33% | +$589K | 1.09% | 26 |
|
|
2021
Q3 | $1.8M | Buy |
+17,044
| New | +$1.8M | 0.91% | 26 |
|