Rise Advisors’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
Q2 | – | Sell |
-232
| Closed | -$23.1K | – | 1270 |
|
|
2024
Q1 | $23.1K | Hold |
232
| – | – | 0.01% | 549 |
|
|
2023
Q4 | $22.9K | Buy |
232
+2
| +0.9% | +$197 | 0.02% | 240 |
|
|
2023
Q3 | $22.3K | Buy |
230
+2
| +0.9% | +$194 | 0.02% | 222 |
|
|
2023
Q2 | $22.2K | Buy |
228
+2
| +0.9% | +$195 | 0.02% | 223 |
|
|
2023
Q1 | $22.4K | Hold |
226
| – | – | 0.02% | 237 |
|
|
2022
Q4 | $21.9K | Buy |
226
+1
| +0.4% | +$97 | 0.02% | 237 |
|
|
2022
Q3 | $22K | Buy |
225
+6
| +3% | +$587 | 0.02% | 232 |
|
|
2022
Q2 | $22K | Buy |
219
+5
| +2% | +$502 | 0.02% | 230 |
|
|
2022
Q1 | $22K | Buy |
214
+101
| +89% | +$10.4K | 0.02% | 236 |
|
|
2021
Q4 | $12K | Buy |
+113
| New | +$12K | 0.01% | 305 |
|