Stonebridge Financial Planning Group’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
Q1 | – | Sell |
-200
| Closed | -$21K | – | 333 |
|
|
2021
Q4 | $21K | Hold |
200
| – | – | 0.01% | 295 |
|
|
2021
Q3 | $21K | Hold |
200
| – | – | 0.01% | 296 |
|
|
2021
Q2 | $21K | Sell |
200
-50
| -20% | -$5.25K | 0.01% | 299 |
|
|
2021
Q1 | $26K | Hold |
250
| – | – | 0.02% | 280 |
|
|
2020
Q4 | $26K | Hold |
250
| – | – | 0.02% | 251 |
|
|
2020
Q3 | $26K | Hold |
250
| – | – | 0.02% | 240 |
|
|
2020
Q2 | $26K | Buy |
+250
| New | +$26K | 0.02% | 233 |
|