West Branch Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-41
| Closed | -$3.97K | – | 464 |
|
|
2023
Q3 | $3.97K | Hold |
41
| – | – | ﹤0.01% | 362 |
|
|
2023
Q2 | $4K | Hold |
41
| – | – | ﹤0.01% | 363 |
|
|
2023
Q1 | $4.07K | Hold |
41
| – | – | ﹤0.01% | 370 |
|
|
2022
Q4 | $3.98K | Hold |
41
| – | – | ﹤0.01% | 364 |
|
|
2022
Q3 | $4K | Hold |
41
| – | – | ﹤0.01% | 374 |
|
|
2022
Q2 | $4K | Hold |
41
| – | – | ﹤0.01% | 356 |
|
|
2022
Q1 | $4K | Hold |
41
| – | – | ﹤0.01% | 373 |
|
|
2021
Q4 | $4K | Buy |
+41
| New | +$4K | ﹤0.01% | 398 |
|