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

Proficio Capital Partners’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
2023
Q3 		– Sell
-62,063
Closed -$6.06M – 317
2023
Q2 		$6.06M Sell
62,063
-12,397
-17% -$1.22M 0.82% 22
2023
Q1 		$7.39M Buy
+74,460
New +$7.28M 1.17% 16

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Proficio Capital Partners's STIP Position: Q3 2023 in Review

Proficio Capital Partners sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2023, closing a stake of 62,063 shares — an estimated $6.06M sold.

Proficio Capital Partners first reported a position in STIP in Q1 2023 and held it in 2 quarters. The position peaked at $7.39M in Q1 2023. 584 funds tracked by Wall St. Rank hold STIP as of Q3 2023.

  • Proficio Capital Partners reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Proficio Capital Partners sold 62,063 iShares 0-5 Year TIPS Bond ETF shares in Q3 2023, an estimated $6.06M.
  • Proficio Capital Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2023 and held it in 2 quarters.
  • Proficio Capital Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $7.39M in Q1 2023.
  • 584 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2023.

Based on Proficio Capital Partners's 13F filing for Q3 2023, filed 18 Oct 2023.