M&R Capital 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 | $15.2K | Hold |
150
| – | – | ﹤0.01% | 346 |
|
2024
Q2 | $14.9K | Hold |
150
| – | – | ﹤0.01% | 334 |
|
2024
Q1 | $14.9K | Hold |
150
| – | – | ﹤0.01% | 328 |
|
2023
Q4 | $14.8K | Hold |
150
| – | – | ﹤0.01% | 358 |
|
2023
Q3 | $14.5K | Sell |
150
-150
| -50% | -$14.5K | ﹤0.01% | 345 |
|
2023
Q2 | $29.3K | Hold |
300
| – | – | 0.01% | 291 |
|
2023
Q1 | $29.8K | Hold |
300
| – | – | 0.01% | 274 |
|
2022
Q4 | $29.1K | Sell |
300
-100
| -25% | -$9.7K | 0.01% | 269 |
|
2022
Q3 | $38K | Buy |
+400
| New | +$38K | 0.01% | 236 |
|