JBA
Johnson Bixby & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,439
| Closed | -$236K | – | 100 |
|
|
2022
Q4 | $236K | Sell |
2,439
-1,695
| -41% | -$164K | 0.06% | 90 |
|
|
2022
Q3 | $397K | Sell |
4,134
-608
| -13% | -$58.4K | 0.1% | 61 |
|
|
2022
Q2 | $481K | Sell |
4,742
-25,092
| -84% | -$2.55M | 0.12% | 58 |
|
|
2022
Q1 | $3.13M | Sell |
29,834
-18,694
| -39% | -$1.96M | 0.81% | 22 |
|
|
2021
Q4 | $5.14M | Buy |
48,528
+4,817
| +11% | +$510K | 1.36% | 18 |
|
|
2021
Q3 | $4.62M | Buy |
43,711
+2,627
| +6% | +$277K | 1.34% | 19 |
|
|
2021
Q2 | $4.36M | Buy |
41,084
+5,378
| +15% | +$570K | 1.26% | 19 |
|
|
2021
Q1 | $3.78M | Buy |
35,706
+9,514
| +36% | +$1.01M | 1.19% | 19 |
|
|
2020
Q4 | $2.74M | Buy |
+26,192
| New | +$2.74M | 0.9% | 20 |
|