Aquire Wealth Advisors’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
2025 Q2	–	Sell	-6,579	Closed	-$681K	–	50
2025 Q1	$681K	Sell	6,579 -4,414	-40%	-$450K	0.21%	26
2024 Q4	$1.11M	Sell	10,993 -1,076	-9%	-$108K	0.34%	23
2024 Q3	$1.22M	Buy	12,069 +123	+1%	+$12.3K	0.38%	23
2024 Q2	$1.19M	Hold	11,946	–	–	0.4%	23
2024 Q1	$1.19M	Buy	11,946 +70	+0.6%	+$6.92K	0.42%	25
2023 Q4	$1.17M	Buy	11,876 +276	+2%	+$26.9K	0.45%	24
2023 Q3	$1.12M	Hold	11,600	–	–	0.47%	24
2023 Q2	$1.13M	Sell	11,600 -401	-3%	-$39.4K	0.45%	24
2023 Q1	$1.19M	Buy	12,001 +12	+0.1%	+$1.17K	0.52%	23
2022 Q4	$1.16M	Buy	11,989 +56	+0.5%	+$5.44K	0.58%	23
2022 Q3	$1.15M	Buy	11,933 +58	+0.5%	+$5.81K	0.67%	24
2022 Q2	$1.2M	Sell	11,875 -384	-3%	-$39.6K	0.7%	23
2022 Q1	$1.29M	Hold	12,259	–	–	0.68%	23
2021 Q4	$1.3M	Buy	+12,259	New	+$1.3M	0.68%	24