StrategIQ Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $679K | Sell |
6,890
-410
| -6% | -$40.4K | 0.08% | 184 |
|
|
2023
Q3 | $708K | Sell |
7,300
-1,000
| -12% | -$96.9K | 0.08% | 175 |
|
|
2023
Q2 | $810K | Sell |
8,300
-3,012
| -27% | -$294K | 0.09% | 161 |
|
|
2023
Q1 | $1.12M | Sell |
11,312
-7,870
| -41% | -$781K | 0.13% | 123 |
|
|
2022
Q4 | $1.86M | Sell |
19,182
-19,657
| -51% | -$1.91M | 0.22% | 86 |
|
|
2022
Q3 | $3.73M | Buy |
38,839
+26,194
| +207% | +$2.52M | 0.47% | 50 |
|
|
2022
Q2 | $1.28M | Buy |
12,645
+4,442
| +54% | +$451K | 0.16% | 109 |
|
|
2022
Q1 | $861K | Buy |
+8,203
| New | +$861K | 0.09% | 147 |
|