Insight Wealth Strategies’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-2,033
Closed -$212K 234
2020
Q4
$212K Sell
2,033
-3,217
-61% -$335K 0.04% 212
2020
Q3
$546K Buy
+5,250
New +$546K 0.1% 93