Haverford Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,252
| Closed | -$222K | – | 42 |
|
|
2023
Q4 | $222K | Sell |
2,252
-8
| -0.4% | -$789 | 0.07% | 39 |
|
|
2023
Q3 | $219K | Hold |
2,260
| – | – | 0.07% | 39 |
|
|
2023
Q2 | $221K | Sell |
2,260
-135
| -6% | -$13.2K | 0.07% | 39 |
|
|
2023
Q1 | $238K | Buy |
2,395
+163
| +7% | +$16.2K | 0.07% | 39 |
|
|
2022
Q4 | $216K | Hold |
2,232
| – | – | 0.06% | 64 |
|
|
2022
Q3 | $215K | Buy |
+2,232
| New | +$215K | 0.07% | 64 |
|