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Oakworth Capital’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Oakworth Capital’s Portfolio STIP Stock Details STIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-78
Closed -$8K – 606
2020
Q2 		$8K Buy
+78
New +$7.91K ﹤0.01% 428
2017
Q4 		– Sell
-322
Closed -$32K – 662
2017
Q3 		$32K Sell
322
-250
-44% -$25.1K 0.01% 346
2017
Q2 		$57K Hold
572
– – 0.02% 273
2017
Q1 		$58K Hold
572
– – 0.02% 262
2016
Q4 		$58K Hold
572
– – 0.02% 254
2016
Q3 		$58K Hold
572
– – 0.02% 236
2016
Q2 		$58K Buy
572
+466
+440% +$47K 0.02% 236
2016
Q1 		$11K Hold
106
– – ﹤0.01% 368
2015
Q4 		$10K Buy
+106
New +$10.5K ﹤0.01% 359

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DWM
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LJAC
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PPW
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RJA
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