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Horizon Financial Services’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Horizon Financial Services’s Portfolio STIP Stock Details STIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-355
Closed -$38K – 163
2021
Q1 		$38K Buy
+355
New +$37.3K 0.03% 48

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AssetMark Inc
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3AM
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Horizon Financial Services's STIP Position: Q2 2021 in Review

Horizon Financial Services sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2021, closing a stake of 355 shares — an estimated $38K sold.

Horizon Financial Services first reported a position in STIP in Q1 2021 and held it in 1 quarter. The position peaked at $38K in Q1 2021. 368 funds tracked by Wall St. Rank hold STIP as of Q2 2021.

  • Horizon Financial Services reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Horizon Financial Services sold 355 iShares 0-5 Year TIPS Bond ETF shares in Q2 2021, an estimated $38K.
  • Horizon Financial Services first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2021 and held it in 1 quarter.
  • Horizon Financial Services's iShares 0-5 Year TIPS Bond ETF position peaked at $38K in Q1 2021.
  • 368 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2021.

Based on Horizon Financial Services's 13F filing for Q2 2021, filed 22 Jul 2021.