Avant Financial 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
2025
Q2
$540K Buy
5,244
+119
+2% +$12.2K 0.44% 45
2025
Q1
$530K Buy
5,125
+160
+3% +$16.6K 0.48% 41
2024
Q4
$499K Buy
+4,965
New +$499K 0.46% 46