ICA Group Wealth Management’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 | – | Sell |
-297
| Closed | -$29.5K | – | 1264 |
|
|
2024
Q1 | $29.5K | Buy |
297
+46
| +18% | +$4.57K | 0.01% | 669 |
|
|
2023
Q4 | $24.7K | Buy |
+251
| New | +$24.7K | 0.01% | 668 |
|
|
2023
Q3 | – | Sell |
-156
| Closed | -$15.2K | – | 1090 |
|
|
2023
Q2 | $15.2K | Buy |
+156
| New | +$15.2K | ﹤0.01% | 758 |
|
|
2023
Q1 | – | Sell |
-181
| Closed | -$17.6K | – | 1363 |
|
|
2022
Q4 | $17.6K | Buy |
+181
| New | +$17.6K | ﹤0.01% | 714 |
|