GPA
Guidance Point Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,696
| Closed | -$268K | – | 79 |
|
|
2023
Q1 | $268K | Sell |
2,696
-736
| -21% | -$73.1K | 0.11% | 65 |
|
|
2022
Q4 | $333K | Sell |
3,432
-36,574
| -91% | -$3.55M | 0.14% | 60 |
|
|
2022
Q3 | $3.85M | Sell |
40,006
-4,256
| -10% | -$409K | 1.75% | 13 |
|
|
2022
Q2 | $4.49M | Buy |
44,262
+9,829
| +29% | +$997K | 1.94% | 10 |
|
|
2022
Q1 | $3.72M | Buy |
34,433
+9,423
| +38% | +$1.02M | 1.41% | 17 |
|
|
2021
Q4 | $2.65M | Buy |
25,010
+10,423
| +71% | +$1.1M | 0.96% | 22 |
|
|
2021
Q3 | $1.54M | Buy |
14,587
+4,365
| +43% | +$461K | 0.56% | 29 |
|
|
2021
Q2 | $1.09M | Buy |
10,222
+4,442
| +77% | +$472K | 0.42% | 34 |
|
|
2021
Q1 | $611K | Hold |
5,780
| – | – | 0.25% | 50 |
|
|
2020
Q4 | $603K | Sell |
5,780
-46
| -0.8% | -$4.8K | 0.28% | 48 |
|
|
2020
Q3 | $606K | Buy |
5,826
+3,851
| +195% | +$401K | 0.33% | 42 |
|
|
2020
Q2 | $202K | Buy |
+1,975
| New | +$202K | 0.11% | 72 |
|
|
2019
Q1 | – | Sell |
-11,938
| Closed | -$1.17M | – | 64 |
|
|
2018
Q4 | $1.17M | Buy |
+11,938
| New | +$1.17M | 0.76% | 27 |
|