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Beacon Bridge Wealth Partners’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-2,907
Closed -$284K 102
2023
Q2
$284K Buy
2,907
+65
+2% +$6.34K 0.15% 67
2023
Q1
$282K Buy
2,842
+370
+15% +$36.7K 0.17% 67
2022
Q4
$240K Buy
+2,472
New +$240K 0.17% 81