Inlet Private Wealth’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
2023
Q4
Sell
-4,476
Closed -$434K 122
2023
Q3
$434K Sell
4,476
-1,024
-19% -$99.2K 0.14% 96
2023
Q2
$537K Buy
5,500
+1,150
+26% +$112K 0.14% 96
2023
Q1
$432K Buy
4,350
+1,000
+30% +$99.2K 0.11% 101
2022
Q4
$325K Buy
+3,350
New +$325K 0.08% 109