Independence Wealth Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
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2020
Q1 | $475K | Sell |
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|
2019
Q4 | $493K | Sell |
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|
2019
Q3 | $1.84M | Buy |
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|
2019
Q2 | $1.82M | Buy |
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|
2019
Q1 | $1.65M | Sell |
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2018
Q4 | $1.64M | Buy |
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|
2018
Q3 | $1.55M | Buy |
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|
2018
Q2 | $1.22M | Buy |
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|
2018
Q1 | $1.05M | Sell |
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|
2017
Q4 | $1.08M | Buy |
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