Sheets Smith 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
2022
Q4
Sell
-2,995
Closed -$288K 322
2022
Q3
$288K Hold
2,995
0.05% 250
2022
Q2
$304K Sell
2,995
-2,854
-49% -$290K 0.05% 244
2022
Q1
$614K Buy
+5,849
New +$614K 0.08% 188