Financial Partners Group (Kansas)’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
Q3
Sell
-2,462
Closed -$240K 174
2023
Q2
$240K Sell
2,462
-220
-8% -$21.6K 0.05% 135
2023
Q1
$266K Sell
2,682
-1,012
-27% -$98.9K 0.06% 134
2022
Q4
$360K Buy
+3,694
New +$359K 0.08% 109
2022
Q2
Sell
-91,500
Closed -$9.6M 164
2022
Q1
$9.6M Buy
91,500
+45
+0% +$4.74K 2.08% 14
2021
Q4
$9.61M Buy
+91,455
New +$9.69M 2.1% 17
2020
Q1
Sell
-3,118
Closed -$315K 83
2019
Q4
$315K Sell
3,118
-288
-8% -$28.9K 0.12% 58
2019
Q3
$341K Sell
3,406
-221
-6% -$22.1K 0.15% 55
2019
Q2
$365K Sell
3,627
-3,326
-48% -$333K 0.17% 54
2019
Q1
$693K Buy
6,953
+2,286
+49% +$226K 0.37% 43
2018
Q4
$457K Buy
+4,667
New +$458K 0.3% 46

Other funds holding STIP