MGIA
Moneta Group Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,834
| Closed | -$285K | – | 304 |
|
|
2019
Q2 | $285K | Sell |
2,834
-52,012
| -95% | -$5.23M | 0.03% | 193 |
|
|
2019
Q1 | $5.47M | Sell |
54,846
-1,724
| -3% | -$172K | 0.57% | 35 |
|
|
2018
Q4 | $5.55M | Buy |
56,570
+1,780
| +3% | +$174K | 0.66% | 33 |
|
|
2018
Q3 | $5.41M | Buy |
+54,790
| New | +$5.41M | 0.55% | 34 |
|