Elwood & Goetz Wealth Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-18,205
| Closed | -$1.81M | – | 89 |
|
|
2024
Q1 | $1.81M | Sell |
18,205
-22,689
| -55% | -$2.26M | 0.44% | 28 |
|
|
2023
Q4 | $4.03M | Sell |
40,894
-427
| -1% | -$42.1K | 0.85% | 22 |
|
|
2023
Q3 | $4M | Sell |
41,321
-8,153
| -16% | -$790K | 0.93% | 21 |
|
|
2023
Q2 | $4.83M | Sell |
49,474
-1,137
| -2% | -$111K | 1.1% | 17 |
|
|
2023
Q1 | $5.02M | Sell |
50,611
-1,949
| -4% | -$193K | 1.2% | 16 |
|
|
2022
Q4 | $5.1M | Buy |
52,560
+11,947
| +29% | +$1.16M | 1.55% | 17 |
|
|
2022
Q3 | $3.9M | Buy |
+40,613
| New | +$3.9M | 1.32% | 19 |
|