Bartlett & Co Wealth 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
2025 Q1	–	Sell	-245	Closed	-$24.6K	–	1265
2024 Q4	$24.6K	Sell	245 -1	-0.4%	-$101	﹤0.01%	777
2024 Q3	$24.9K	Hold	246	–	–	﹤0.01%	782
2024 Q2	$24.5K	Sell	246 -199	-45%	-$19.7K	﹤0.01%	789
2024 Q1	$44.2K	Buy	445 +200	+82%	+$19.8K	﹤0.01%	682
2023 Q4	$24.1K	Sell	245 -3	-1%	-$292	﹤0.01%	849
2023 Q3	$24K	Sell	248 -105	-30%	-$10.2K	﹤0.01%	782
2023 Q2	$34.5K	Buy	353 +3	+0.9%	+$295	﹤0.01%	731
2023 Q1	$34.7K	Hold	350	–	–	﹤0.01%	624
2022 Q4	$33.9K	Hold	350	–	–	﹤0.01%	635
2022 Q3	$33.6K	Hold	350	–	–	﹤0.01%	627
2022 Q2	$35.5K	Hold	350	–	–	﹤0.01%	633
2022 Q1	$36.7K	Buy	+350	New	+$36.9K	﹤0.01%	638