Paladin Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,687
| Closed | -$260K | – | 253 |
|
|
2023
Q3 | $260K | Buy |
2,687
+1,200
| +81% | +$116K | 0.22% | 77 |
|
|
2023
Q2 | $145K | Sell |
1,487
-18,308
| -92% | -$1.79M | 0.12% | 105 |
|
|
2023
Q1 | $1.96M | Buy |
+19,795
| New | +$1.96M | 1.63% | 19 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 212 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 216 |
|
|
2022
Q2 | – | Sell |
-22,170
| Closed | -$2.3M | – | 216 |
|
|
2022
Q1 | $2.3M | Buy |
+22,170
| New | +$2.3M | 1.87% | 16 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 211 |
|