Rockefeller Financial Services’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $570K | Hold |
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|
2017
Q3 | $573K | Hold |
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|
2017
Q2 | $573K | Hold |
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|
2017
Q1 | $579K | Hold |
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|
2016
Q4 | $575K | Hold |
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|
2016
Q3 | $577K | Hold |
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|
2016
Q2 | $580K | Hold |
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|
2016
Q1 | $575K | Hold |
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|
2015
Q4 | $565K | Hold |
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|
2015
Q3 | $567K | Hold |
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|
2015
Q2 | $571K | Hold |
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|
2015
Q1 | $567K | Hold |
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|
2014
Q4 | $565K | Hold |
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|
2014
Q3 | $574K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $578K | Hold |
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|
2013
Q4 | $577K | Buy |
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