Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-579
| Closed | -$58K | – | 1851 |
|
|
2019
Q1 | $58K | Buy |
579
+16
| +3% | +$1.6K | ﹤0.01% | 843 |
|
|
2018
Q4 | $55K | Buy |
563
+169
| +43% | +$16.5K | ﹤0.01% | 824 |
|
|
2018
Q3 | $39K | Buy |
394
+160
| +68% | +$15.8K | ﹤0.01% | 1054 |
|
|
2018
Q2 | $23K | Buy |
234
+75
| +47% | +$7.37K | ﹤0.01% | 1263 |
|
|
2018
Q1 | $16K | Hold |
159
| – | – | ﹤0.01% | 1377 |
|
|
2017
Q4 | $16K | Hold |
159
| – | – | ﹤0.01% | 1409 |
|
|
2017
Q3 | $16K | Hold |
159
| – | – | ﹤0.01% | 1388 |
|
|
2017
Q2 | $16K | Hold |
159
| – | – | ﹤0.01% | 1348 |
|
|
2017
Q1 | $16K | Hold |
159
| – | – | ﹤0.01% | 1167 |
|
|
2016
Q4 | $16K | Hold |
159
| – | – | ﹤0.01% | 1088 |
|
|
2016
Q3 | $16K | Buy |
159
+1
| +0.6% | +$101 | ﹤0.01% | 1126 |
|
|
2016
Q2 | $16K | Buy |
158
+1
| +0.6% | +$101 | ﹤0.01% | 1077 |
|
|
2016
Q1 | $16K | Sell |
157
-12
| -7% | -$1.22K | ﹤0.01% | 1048 |
|
|
2015
Q4 | $17K | Buy |
+169
| New | +$17K | ﹤0.01% | 1026 |
|