WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 1498 |
|
|
2017
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 1427 |
|
|
2016
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 1499 |
|
|
2016
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 1491 |
|
|
2016
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 1480 |
|
|
2016
Q1 | $1K | Sell |
10
-476
| -98% | -$47.6K | ﹤0.01% | 1447 |
|
|
2015
Q4 | $48K | Sell |
486
-141
| -22% | -$13.9K | 0.01% | 677 |
|
|
2015
Q3 | $62K | Hold |
627
| – | – | 0.02% | 580 |
|
|
2015
Q2 | $63K | Buy |
627
+40
| +7% | +$4.02K | 0.02% | 658 |
|
|
2015
Q1 | $58K | Sell |
587
-3
| -0.5% | -$296 | 0.02% | 687 |
|
|
2014
Q4 | $58K | Sell |
590
-150
| -20% | -$14.7K | 0.01% | 824 |
|
|
2014
Q3 | $74K | Buy |
740
+252
| +52% | +$25.2K | 0.01% | 775 |
|
|
2014
Q2 | $50K | Buy |
488
+30
| +7% | +$3.07K | 0.01% | 916 |
|
|
2014
Q1 | $46K | Sell |
458
-97
| -17% | -$9.74K | 0.01% | 941 |
|
|
2013
Q4 | $56K | Hold |
555
| – | – | 0.01% | 956 |
|
|
2013
Q3 | $56K | Sell |
555
-217
| -28% | -$21.9K | 0.01% | 887 |
|
|
2013
Q2 | $78K | Buy |
+772
| New | +$78K | 0.01% | 746 |
|