WealthSource Partners’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $5.73M | Buy |
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|
2023
Q3 | $5.07M | Buy |
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|
2023
Q2 | $4.12M | Buy |
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|
2023
Q1 | $4.16M | Sell |
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|
2022
Q4 | $4.58M | Sell |
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|
2022
Q3 | $8.83M | Buy |
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|
2022
Q2 | $4.74M | Buy |
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|
2022
Q1 | $2.79M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $312K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $490K | Buy |
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|
2019
Q3 | $400K | Buy |
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|
2019
Q2 | $316K | Sell |
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|
2019
Q1 | $444K | Buy |
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|
2018
Q4 | $262K | Sell |
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|
2018
Q3 | $390K | Buy |
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|
2018
Q2 | $297K | Buy |
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