FAM
Formidable Asset Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,196
| Closed | -$234K | – | 385 |
|
|
2021
Q2 | $234K | Buy |
+2,196
| New | +$234K | 0.05% | 270 |
|
|
2019
Q1 | – | Sell |
-17,229
| Closed | -$1.69M | – | 242 |
|
|
2018
Q4 | $1.69M | Buy |
17,229
+491
| +3% | +$48.1K | 0.89% | 25 |
|
|
2018
Q3 | $1.65M | Buy |
16,738
+2,471
| +17% | +$244K | 0.65% | 33 |
|
|
2018
Q2 | $1.42M | Buy |
+14,267
| New | +$1.42M | 0.61% | 38 |
|