Keystone Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $17.4M | Buy |
165,694
+20,087
| +14% | +$2.11M | 8.12% | 6 |
|
|
2021
Q4 | $15.4M | Buy |
145,607
+6,224
| +4% | +$659K | 6.81% | 8 |
|
|
2021
Q3 | $14.7M | Buy |
139,383
+8,812
| +7% | +$931K | 8.11% | 7 |
|
|
2021
Q2 | $13.9M | Buy |
130,571
+1,394
| +1% | +$148K | 8.28% | 7 |
|
|
2021
Q1 | $13.7M | Buy |
129,177
+24,882
| +24% | +$2.63M | 9.19% | 5 |
|
|
2020
Q4 | $10.9M | Buy |
+104,295
| New | +$10.9M | 8.65% | 7 |
|