WAM
WealthTrust Asset Management’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
Q1 | – | Sell |
-4,806
| Closed | -$466K | – | 80 |
|
|
2022
Q4 | $466K | Sell |
4,806
-8,605
| -64% | -$834K | 0.45% | 40 |
|
|
2022
Q3 | $1.29M | Sell |
13,411
-178
| -1% | -$17.1K | 1.36% | 25 |
|
|
2022
Q2 | $1.38M | Buy |
13,589
+8,127
| +149% | +$824K | 1.3% | 18 |
|
|
2022
Q1 | $573K | Buy |
+5,462
| New | +$573K | 0.41% | 44 |
|