FormulaFolio Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $59K | Hold |
554
| – | – | 0.02% | 138 |
|
|
2021
Q1 | $59K | Sell |
554
-31,672
| -98% | -$3.37M | 0.02% | 134 |
|
|
2020
Q4 | $3.37M | Buy |
32,226
+6,042
| +23% | +$631K | 0.07% | 196 |
|
|
2020
Q3 | $2.73M | Buy |
+26,184
| New | +$2.73M | 0.11% | 78 |
|
|
2017
Q4 | – | Sell |
-2,918
| Closed | -$293K | – | 264 |
|
|
2017
Q3 | $293K | Sell |
2,918
-7,210
| -71% | -$724K | 0.02% | 186 |
|
|
2017
Q2 | $1.02M | Sell |
10,128
-4,854
| -32% | -$487K | 0.09% | 69 |
|
|
2017
Q1 | $1.52M | Buy |
14,982
+2,714
| +22% | +$275K | 0.17% | 43 |
|
|
2016
Q4 | $1.24M | Buy |
+12,268
| New | +$1.24M | 0.17% | 37 |
|