Mirsky Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $385K | Buy |
3,634
+78
| +2% | +$8.26K | 0.16% | 39 |
|
|
2021
Q3 | $376K | Buy |
3,556
+112
| +3% | +$11.8K | 0.17% | 33 |
|
|
2021
Q2 | $366K | Sell |
3,444
-150
| -4% | -$15.9K | 0.16% | 38 |
|
|
2021
Q1 | $380K | Buy |
3,594
+1,611
| +81% | +$170K | 0.18% | 35 |
|
|
2020
Q4 | $207K | Sell |
1,983
-704
| -26% | -$73.5K | 0.11% | 39 |
|
|
2020
Q3 | $280K | Buy |
2,687
+109
| +4% | +$11.4K | 0.16% | 33 |
|
|
2020
Q2 | $264K | Sell |
2,578
-11,142
| -81% | -$1.14M | 0.16% | 32 |
|
|
2020
Q1 | $1.37M | Buy |
13,720
+208
| +2% | +$20.8K | 0.97% | 23 |
|
|
2019
Q4 | $1.36M | Buy |
13,512
+970
| +8% | +$97.7K | 0.88% | 23 |
|
|
2019
Q3 | $1.26M | Buy |
12,542
+853
| +7% | +$85.4K | 0.9% | 23 |
|
|
2019
Q2 | $1.18M | Buy |
11,689
+466
| +4% | +$46.9K | 0.88% | 24 |
|
|
2019
Q1 | $1.12M | Buy |
11,223
+782
| +7% | +$78K | 0.87% | 24 |
|
|
2018
Q4 | $1.02M | Buy |
+10,441
| New | +$1.02M | 0.9% | 20 |
|