RPG
Resource Planning Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | $3.52M | Sell |
35,695
-4,365
| -11% | -$430K | 2.24% | 15 |
|
2023
Q3 | $3.88M | Sell |
40,060
-1,023
| -2% | -$99.1K | 3.29% | 13 |
|
2023
Q2 | $4.01M | Buy |
41,083
+2,978
| +8% | +$291K | 3.25% | 13 |
|
2023
Q1 | $3.78M | Buy |
38,105
+4,656
| +14% | +$462K | 3.07% | 13 |
|
2022
Q4 | $3.24M | Buy |
33,449
+6,703
| +25% | +$650K | 2.6% | 13 |
|
2022
Q3 | $2.57M | Buy |
26,746
+5,225
| +24% | +$502K | 2.24% | 11 |
|
2022
Q2 | $2.18M | Buy |
+21,521
| New | +$2.18M | 1.82% | 11 |
|