Squar Milner Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-161
| Closed | -$16K | – | 665 |
|
|
2020
Q1 | $16K | Buy |
161
+1
| +0.6% | +$99 | 0.01% | 500 |
|
|
2019
Q4 | $16K | Buy |
+160
| New | +$16K | 0.01% | 546 |
|
|
2019
Q1 | – | Sell |
-150
| Closed | -$15K | – | 842 |
|
|
2018
Q4 | $15K | Hold |
150
| – | – | 0.01% | 428 |
|
|
2018
Q3 | $15K | Sell |
150
-40
| -21% | -$4K | 0.01% | 444 |
|
|
2018
Q2 | $19K | Buy |
+190
| New | +$19K | 0.02% | 488 |
|