Sargent Bickham Lagudis’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $453K | Sell |
4,674
-5,026
| -52% | -$487K | 0.04% | 193 |
|
|
2022
Q3 | $933K | Sell |
9,700
-22,815
| -70% | -$2.19M | 0.08% | 127 |
|
|
2022
Q2 | $3.3M | Buy |
32,515
+20,609
| +173% | +$2.09M | 0.29% | 82 |
|
|
2022
Q1 | $1.25M | Buy |
11,906
+11,814
| +12,841% | +$1.24M | 0.1% | 128 |
|
|
2021
Q4 | $10K | Hold |
92
| – | – | ﹤0.01% | 717 |
|
|
2021
Q3 | $10K | Hold |
92
| – | – | ﹤0.01% | 720 |
|
|
2021
Q2 | $10K | Hold |
92
| – | – | ﹤0.01% | 715 |
|
|
2021
Q1 | $10K | Hold |
92
| – | – | ﹤0.01% | 704 |
|
|
2020
Q4 | $10K | Buy |
+92
| New | +$10K | ﹤0.01% | 662 |
|
|
2018
Q2 | – | Sell |
-88
| Closed | -$9K | – | 798 |
|
|
2018
Q1 | $9K | Hold |
88
| – | – | ﹤0.01% | 609 |
|
|
2017
Q4 | $9K | Sell |
88
-14
| -14% | -$1.43K | ﹤0.01% | 626 |
|
|
2017
Q3 | $10K | Buy |
102
+25
| +32% | +$2.45K | ﹤0.01% | 611 |
|
|
2017
Q2 | $8K | Buy |
+77
| New | +$8K | ﹤0.01% | 609 |
|