Goldstone Financial Group’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
Q4
Sell
-23,793
Closed -$2.31M 169
2023
Q3
$2.31M Buy
23,793
+1,515
+7% +$147K 0.68% 33
2023
Q2
$2.17M Sell
22,278
-53,716
-71% -$5.24M 0.64% 34
2023
Q1
$7.54M Buy
+75,994
New +$7.54M 2.49% 8