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

Baker Tilly Wealth Management’s Portfolio STIP Stock Details STIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6,337
Closed -$630K – 401
2024
Q1 		$630K Sell
6,337
-753
-11% -$74.4K 0.11% 198
2023
Q4 		$699K Sell
7,090
-257
-3% -$25K 0.11% 198
2023
Q3 		$712K Sell
7,347
-10,905
-60% -$1.06M 0.12% 177
2023
Q2 		$1.78M Buy
18,252
+1,197
+7% +$118K 0.19% 119
2023
Q1 		$1.69M Buy
17,055
+5,134
+43% +$502K 0.19% 114
2022
Q4 		$1.16M Sell
11,921
-3,560
-23% -$346K 0.14% 165
2022
Q3 		$1.49M Buy
15,481
+450
+3% +$45.1K 0.2% 104
2022
Q2 		$1.52M Buy
15,031
+236
+2% +$24.4K 0.2% 106
2022
Q1 		$1.55M Buy
14,795
+493
+3% +$51.9K 0.17% 117
2021
Q4 		$1.51M Buy
14,302
+5,190
+57% +$550K 0.16% 131
2021
Q3 		$963K Buy
+9,112
New +$967K 0.13% 173

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