Heritage Wealth Management (Arizona)’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
Q2 | $417K | Sell |
4,190
-2,155
| -34% | -$214K | 0.23% | 89 |
|
|
2024
Q1 | $631K | Sell |
6,345
-3,990
| -39% | -$397K | 0.32% | 68 |
|
|
2023
Q4 | $1.02M | Buy |
+10,335
| New | +$1.02M | 0.55% | 42 |
|
|
2022
Q4 | $1.93M | Buy |
19,940
+13,945
| +233% | +$1.35M | 0.28% | 61 |
|
|
2022
Q3 | $576K | Buy |
5,995
+2,785
| +87% | +$268K | 0.19% | 90 |
|
|
2022
Q2 | $326K | Buy |
3,210
+1,205
| +60% | +$122K | 0.11% | 140 |
|
|
2022
Q1 | $210K | Buy |
+2,005
| New | +$210K | 0.06% | 265 |
|