Omnia Family Wealth’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
2019
Q3
Sell
-31,261
Closed -$3.14M 97
2019
Q2
$3.14M Buy
31,261
+214
+0.7% +$21.5K 1.59% 13
2019
Q1
$3.1M Hold
31,047
1.53% 13
2018
Q4
$3.04M Buy
+31,047
New +$3.04M 1.64% 11