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Seed Wealth Management’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
2023
Q4
Sell
-11,295
Closed -$1.09M 154
2023
Q3
$1.09M Sell
11,295
-2,230
-16% -$216K 1.23% 20
2023
Q2
$1.32M Buy
13,525
+1,125
+9% +$110K 1.4% 16
2023
Q1
$1.23M Buy
+12,400
New +$1.23M 1.39% 16