Landmark Financial Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $18.4M | Buy |
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2023
Q3 | $17.4M | Buy |
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2023
Q2 | $16.5M | Buy |
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|
2023
Q1 | $14.7M | Buy |
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|
2022
Q4 | $12.9M | Buy |
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|
2022
Q3 | $11.9M | Buy |
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|
2022
Q2 | $11.1M | Sell |
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|
2022
Q1 | $11.5M | Sell |
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|
2021
Q4 | $12.1M | Buy |
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|
2021
Q3 | $11.1M | Sell |
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|
2021
Q2 | $12M | Buy |
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|
2021
Q1 | $11.1M | Buy |
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|
2020
Q4 | $10.5M | Buy |
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|
2020
Q3 | $9.12M | Buy |
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|
2020
Q2 | $6.5M | Buy |
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|
2020
Q1 | $2.36M | Buy |
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|
2019
Q4 | $960K | Buy |
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|
2019
Q3 | $340K | Buy |
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