Wechter Feldman Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $13.3M | Buy |
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2021
Q1 | $12.7M | Buy |
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2020
Q4 | $11M | Sell |
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2020
Q3 | $11M | Sell |
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2020
Q2 | $11.4M | Sell |
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|
2020
Q1 | $11.2M | Buy |
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|
2019
Q4 | $10.7M | Sell |
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|
2019
Q3 | $10.8M | Buy |
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|
2019
Q2 | $10.6M | Sell |
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2019
Q1 | $10.7M | Buy |
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|
2018
Q4 | $10.3M | Buy |
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|
2018
Q3 | $9.22M | Buy |
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|
2018
Q2 | $8.33M | Buy |
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|
2018
Q1 | $2.7M | Sell |
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|
2017
Q4 | $2.71M | Buy |
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