Kowal Investment Group’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
Q3
Sell
-4,624
Closed -$469K 154
2022
Q2
$469K Buy
4,624
+682
+17% +$69.2K 0.15% 65
2022
Q1
$414K Buy
+3,942
New +$414K 0.13% 74
2021
Q4
Sell
-1
Closed 832
2021
Q3
$0 Buy
+1
New ﹤0.01% 1014