Baldrige Asset Management’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
2023 Q1	$183K	Buy	1,847 +50	+3%	+$4.89K	0.08%	115
2022 Q4	$174K	Buy	1,797 +937	+109%	+$91K	0.08%	110
2022 Q3	$83K	Buy	860 +612	+247%	+$61.3K	0.04%	144
2022 Q2	$25K	Hold	248	–	–	0.01%	199
2022 Q1	$26K	Buy	248 +48	+24%	+$5.05K	0.01%	216
2021 Q4	$21K	Sell	200 -206	-51%	-$21.8K	0.01%	233
2021 Q3	$43K	Sell	406 -205	-34%	-$21.7K	0.02%	175
2021 Q2	$65K	Buy	+611	New	+$64.9K	0.03%	151
2020 Q1	–	Sell	-200	Closed	-$20K	–	85
2019 Q4	$20K	Hold	200	–	–	0.02%	80
2019 Q3	$20K	Hold	200	–	–	0.02%	77
2019 Q2	$20K	Hold	200	–	–	0.02%	73
2019 Q1	$20K	Buy	+200	New	+$19.8K	0.02%	72