LG
Lane Generational’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
Q3 | – | Sell |
-6,713
| Closed | -$655K | – | 35 |
|
|
2023
Q2 | $655K | Sell |
6,713
-1,262
| -16% | -$123K | 0.94% | 22 |
|
|
2023
Q1 | $791K | Sell |
7,975
-980
| -11% | -$97.2K | 1% | 21 |
|
|
2022
Q4 | $868K | Sell |
8,955
-253
| -3% | -$24.5K | 1.26% | 17 |
|
|
2022
Q3 | $885K | Buy |
9,208
+3,544
| +63% | +$341K | 1.25% | 20 |
|
|
2022
Q2 | $574K | Sell |
5,664
-1,698
| -23% | -$172K | 0.77% | 23 |
|
|
2022
Q1 | $773K | Buy |
7,362
+4,003
| +119% | +$420K | 0.71% | 25 |
|
|
2021
Q4 | $356K | Buy |
+3,359
| New | +$356K | 0.31% | 30 |
|