HC Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $256K | Hold |
2,527
| – | – | 0.17% | 73 |
|
|
2022
Q1 | $265K | Hold |
2,527
| – | – | 0.16% | 74 |
|
|
2021
Q4 | $268K | Hold |
2,527
| – | – | 0.15% | 73 |
|
|
2021
Q3 | $267K | Hold |
2,527
| – | – | 0.16% | 72 |
|
|
2021
Q2 | $269K | Hold |
2,527
| – | – | 0.16% | 72 |
|
|
2021
Q1 | $267K | Hold |
2,527
| – | – | 0.16% | 69 |
|
|
2020
Q4 | $264K | Hold |
2,527
| – | – | 0.17% | 68 |
|
|
2020
Q3 | $263K | Buy |
+2,527
| New | +$263K | 0.19% | 68 |
|