Woodmont Investment Counsel’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
Q2 | – | Sell |
-2,125
| Closed | -$211K | – | 248 |
|
|
2023
Q1 | $211K | Hold |
2,125
| – | – | 0.02% | 231 |
|
|
2022
Q4 | $206K | Hold |
2,125
| – | – | 0.02% | 243 |
|
|
2022
Q3 | $204K | Sell |
2,125
-963
| -31% | -$92.4K | 0.03% | 235 |
|
|
2022
Q2 | $313K | Buy |
3,088
+1,163
| +60% | +$118K | 0.04% | 197 |
|
|
2022
Q1 | $202K | Buy |
+1,925
| New | +$202K | 0.02% | 236 |
|