IFAM
Institutional & Family Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-18,853
| Closed | -$1.98M | – | 787 |
|
|
2022
Q1 | $1.98M | Buy |
18,853
+1,206
| +7% | +$127K | 0.31% | 71 |
|
|
2021
Q4 | $1.87M | Sell |
17,647
-1,566
| -8% | -$166K | 0.29% | 76 |
|
|
2021
Q3 | $2.03M | Buy |
19,213
+591
| +3% | +$62.4K | 0.32% | 72 |
|
|
2021
Q2 | $1.98M | Buy |
18,622
+9,797
| +111% | +$1.04M | 0.33% | 73 |
|
|
2021
Q1 | $933K | Hold |
8,825
| – | – | 0.18% | 89 |
|
|
2020
Q4 | $922K | Buy |
+8,825
| New | +$922K | 0.19% | 90 |
|