Gupta Wealth Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $60K | Hold |
600
| – | – | 0.01% | 411 |
|
|
2015
Q4 | $59K | Sell |
600
-500
| -45% | -$49.2K | 0.02% | 401 |
|
|
2015
Q3 | $109K | Hold |
1,100
| – | – | 0.03% | 333 |
|
|
2015
Q2 | $110K | Hold |
1,100
| – | – | 0.03% | 336 |
|
|
2015
Q1 | $109K | Buy |
+1,100
| New | +$109K | 0.03% | 294 |
|