Riverview Trust Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-200
| Closed | -$19.4K | – | 565 |
|
|
2023
Q3 | $19.4K | Hold |
200
| – | – | 0.02% | 395 |
|
|
2023
Q2 | $19.5K | Sell |
200
-134
| -40% | -$13.1K | 0.02% | 374 |
|
|
2023
Q1 | $33.1K | Buy |
334
+134
| +67% | +$13.3K | 0.03% | 263 |
|
|
2022
Q4 | $19K | Hold |
200
| – | – | 0.02% | 350 |
|
|
2022
Q3 | $19K | Hold |
200
| – | – | 0.02% | 376 |
|
|
2022
Q2 | $20K | Hold |
200
| – | – | 0.02% | 403 |
|
|
2022
Q1 | $21K | Hold |
200
| – | – | 0.02% | 482 |
|
|
2021
Q4 | $21 | Hold |
200
| – | – | 0.01% | 203 |
|
|
2021
Q3 | $21K | Buy |
+200
| New | +$21K | 0.02% | 201 |
|