Financial Perspectives’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
Hold
0
697
2022
Q4
Sell
-7,984
Closed -$767K 703
2022
Q3
$767K Hold
7,984
0.43% 41
2022
Q2
$810K Sell
7,984
-1,450
-15% -$147K 0.46% 36
2022
Q1
$990K Buy
+9,434
New +$990K 0.46% 38