SWA
Sightline 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,583
| Closed | -$250K | – | 60 |
|
|
2022
Q4 | $250K | Sell |
2,583
-4,462
| -63% | -$433K | 0.27% | 50 |
|
|
2022
Q3 | $682K | Sell |
7,045
-22,011
| -76% | -$2.13M | 0.8% | 21 |
|
|
2022
Q2 | $2.95M | Sell |
29,056
-10,790
| -27% | -$1.1M | 2.88% | 10 |
|
|
2022
Q1 | $4.18M | Buy |
39,846
+10,699
| +37% | +$1.12M | 3.48% | 9 |
|
|
2021
Q4 | $3.08M | Buy |
+29,147
| New | +$3.08M | 2.76% | 9 |
|