Rollins Financial’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
Q2 | – | Sell |
-3,121
| Closed | -$310K | – | 121 |
|
2023
Q1 | $310K | Sell |
3,121
-867
| -22% | -$86K | 0.1% | 89 |
|
2022
Q4 | $387K | Sell |
3,988
-233
| -6% | -$22.6K | 0.15% | 78 |
|
2022
Q3 | $406K | Buy |
4,221
+783
| +23% | +$75.3K | 0.15% | 62 |
|
2022
Q2 | $349K | Buy |
3,438
+1,114
| +48% | +$113K | 0.12% | 83 |
|
2022
Q1 | $244K | Buy |
+2,324
| New | +$244K | 0.07% | 100 |
|