SLWA
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San Luis Wealth Advisors’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
2022
Q4
Sell
-131,437
Closed -$12.6M 86
2022
Q3
$12.6M Sell
131,437
-5,999
-4% -$577K 13.23% 1
2022
Q2
$13.9M Buy
+137,436
New +$13.9M 16.01% 1