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R.H. Bluestein & Co’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

R.H. Bluestein & Co’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
2020
Q1 		– Sell
-6,121
Closed -$616K – 344
2019
Q4 		$616K Buy
6,121
+604
+11% +$60.6K 0.03% 133
2019
Q3 		$553K Buy
+5,517
New +$553K 0.03% 142

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DWM
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MERSOM
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LF
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CPO
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