Kingsview Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,423
| Closed | -$241K | – | 1152 |
|
|
2024
Q2 | $241K | Sell |
2,423
-168
| -6% | -$16.7K | 0.01% | 922 |
|
|
2024
Q1 | $258K | Sell |
2,591
-44
| -2% | -$4.38K | 0.01% | 874 |
|
|
2023
Q4 | $260K | Sell |
2,635
-165
| -6% | -$16.3K | 0.01% | 815 |
|
|
2023
Q3 | $271K | Buy |
2,800
+142
| +5% | +$13.8K | 0.01% | 784 |
|
|
2023
Q2 | $259K | Sell |
2,658
-407
| -13% | -$39.7K | 0.01% | 789 |
|
|
2023
Q1 | $304K | Sell |
3,065
-15,334
| -83% | -$1.52M | 0.01% | 707 |
|
|
2022
Q4 | $1.78M | Sell |
18,399
-5,164
| -22% | -$501K | 0.08% | 248 |
|
|
2022
Q3 | $2.27M | Buy |
23,563
+1,384
| +6% | +$133K | 0.11% | 208 |
|
|
2022
Q2 | $2.25M | Buy |
22,179
+13,071
| +144% | +$1.33M | 0.11% | 199 |
|
|
2022
Q1 | $956K | Buy |
+9,108
| New | +$956K | 0.04% | 411 |
|