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Able Wealth Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Able Wealth Management’s Portfolio STIP Stock Details STIP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,928
Closed -$291K – 93
2024
Q2 		$291K Sell
2,928
-2,002
-41% -$199K 0.24% 65
2024
Q1 		$490K Sell
4,930
-355
-7% -$35.3K 0.43% 41
2023
Q4 		$521K Buy
+5,285
New +$521K 0.47% 39