Peterson Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $177K | Buy |
+1,745
| New | +$177K | 0.68% | 37 |
|
|
2023
Q1 | – | Sell |
-2,271
| Closed | -$220K | – | 64 |
|
|
2022
Q4 | $220K | Buy |
2,271
+10
| +0.4% | +$969 | 0.29% | 71 |
|
|
2022
Q3 | $217K | Buy |
2,261
+50
| +2% | +$4.81K | 0.21% | 72 |
|
|
2022
Q2 | $224K | Sell |
2,211
-9
| -0.4% | -$913 | 0.21% | 71 |
|
|
2022
Q1 | $233K | Sell |
2,220
-173
| -7% | -$18.2K | 0.19% | 74 |
|
|
2021
Q4 | $253K | Buy |
+2,393
| New | +$253K | 0.21% | 74 |
|