Koshinski 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-8,293
| Closed | -$804K | – | 631 |
|
|
2023
Q3 | $804K | Sell |
8,293
-24
| -0.3% | -$2.33K | 0.09% | 225 |
|
|
2023
Q2 | $812K | Buy |
+8,317
| New | +$812K | 0.09% | 241 |
|
|
2023
Q1 | – | Sell |
-11,957
| Closed | -$1.16M | – | 628 |
|
|
2022
Q4 | $1.16M | Sell |
11,957
-15
| -0.1% | -$1.45K | 0.11% | 199 |
|
|
2022
Q3 | $1.15M | Buy |
11,972
+3,423
| +40% | +$329K | 0.14% | 177 |
|
|
2022
Q2 | $867K | Sell |
8,549
-2,462
| -22% | -$250K | 0.09% | 257 |
|
|
2022
Q1 | $1.16M | Buy |
11,011
+9,263
| +530% | +$972K | 0.09% | 230 |
|
|
2021
Q4 | $185K | Buy |
1,748
+16
| +0.9% | +$1.69K | 0.01% | 647 |
|
|
2021
Q3 | $183K | Buy |
+1,732
| New | +$183K | 0.02% | 639 |
|