Independence Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-4,758
| Closed | -$475K | – | 21 |
|
|
2020
Q1 | $475K | Sell |
4,758
-140
| -3% | -$14K | 0.57% | 18 |
|
|
2019
Q4 | $493K | Sell |
4,898
-13,502
| -73% | -$1.36M | 0.48% | 19 |
|
|
2019
Q3 | $1.84M | Buy |
18,400
+274
| +2% | +$27.4K | 1.94% | 15 |
|
|
2019
Q2 | $1.82M | Buy |
18,126
+1,592
| +10% | +$160K | 1.8% | 16 |
|
|
2019
Q1 | $1.65M | Sell |
16,534
-165
| -1% | -$16.4K | 1.78% | 15 |
|
|
2018
Q4 | $1.64M | Buy |
16,699
+1,001
| +6% | +$98.1K | 1.97% | 16 |
|
|
2018
Q3 | $1.55M | Buy |
15,698
+3,465
| +28% | +$342K | 1.57% | 16 |
|
|
2018
Q2 | $1.22M | Buy |
12,233
+1,738
| +17% | +$173K | 1.27% | 16 |
|
|
2018
Q1 | $1.05M | Sell |
10,495
-312
| -3% | -$31.2K | 0.97% | 19 |
|
|
2017
Q4 | $1.08M | Buy |
+10,807
| New | +$1.08M | 0.99% | 19 |
|