Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-8,541
| Closed | -$896K | – | 200 |
|
|
2022
Q1 | $896K | Buy |
+8,541
| New | +$896K | 0.18% | 89 |
|
|
2017
Q4 | – | Sell |
-6,033
| Closed | -$606K | – | 144 |
|
|
2017
Q3 | $606K | Sell |
6,033
-387
| -6% | -$38.9K | 0.36% | 57 |
|
|
2017
Q2 | $644K | Sell |
6,420
-369
| -5% | -$37K | 0.38% | 59 |
|
|
2017
Q1 | $689K | Buy |
+6,789
| New | +$689K | 0.46% | 63 |
|