SW
StrongBox Wealth’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
Q4 | – | Sell |
-4,102
| Closed | -$398K | – | 84 |
|
|
2023
Q3 | $398K | Sell |
4,102
-1,170
| -22% | -$113K | 0.25% | 60 |
|
|
2023
Q2 | $515K | Sell |
5,272
-1,353
| -20% | -$132K | 0.32% | 57 |
|
|
2023
Q1 | $657K | Hold |
6,625
| – | – | 0.44% | 53 |
|
|
2022
Q4 | $642K | Buy |
6,625
+15
| +0.2% | +$1.45K | 0.45% | 52 |
|
|
2022
Q3 | $635K | Sell |
6,610
-2,810
| -30% | -$270K | 0.46% | 53 |
|
|
2022
Q2 | $955K | Buy |
9,420
+175
| +2% | +$17.7K | 0.62% | 49 |
|
|
2022
Q1 | $970K | Buy |
+9,245
| New | +$970K | 0.55% | 54 |
|