Financial Architects (New Jersey)’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $201K | Sell |
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2023
Q1 | $308K | Sell |
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|
2022
Q4 | $722K | Sell |
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|
2022
Q3 | $967K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1.04M | Buy |
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|
2021
Q4 | $953K | Buy |
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|
2021
Q3 | $646K | Buy |
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|
2021
Q2 | $283K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $22K | Hold |
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|
2020
Q1 | $21K | Hold |
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|
2019
Q4 | $21K | Hold |
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|
2019
Q3 | $21K | Hold |
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|
2019
Q2 | $21K | Hold |
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|
2019
Q1 | $21K | Hold |
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|
2018
Q4 | $21K | Buy |
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|
2018
Q3 | $4K | Hold |
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|
2018
Q2 | $4K | Hold |
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|
2018
Q1 | $4K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $7K | Hold |
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|
2017
Q1 | $8K | Buy |
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