JCM
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Jacobi Capital Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Jacobi Capital Management’s Portfolio STIP Stock Details STIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-13
Closed -$1K – 1210
2021
Q3 		$1K Hold
13
– – ﹤0.01% 1412
2021
Q2 		$1K Hold
13
– – ﹤0.01% 1358
2021
Q1 		$1K Hold
13
– – ﹤0.01% 1328
2020
Q4 		$1K Hold
13
– – ﹤0.01% 1268
2020
Q3 		$1K Sell
13
-7
-35% -$724 ﹤0.01% 1215
2020
Q2 		$1K Buy
20
+7
+54% +$710 ﹤0.01% 1182
2020
Q1 		$1K Hold
13
– – ﹤0.01% 1087
2019
Q4 		$1K Hold
13
– – ﹤0.01% 1035
2019
Q3 		$1K Hold
13
– – ﹤0.01% 1019
2019
Q2 		$1K Buy
+13
New +$1.3K ﹤0.01% 1013

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