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

BerganKDV Wealth Management’s Portfolio STIP Stock Details STIP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$20.1M Buy
206,357
+4,241
+2% +$414K 2.01% 12
2023
Q1 		$20.1M Buy
+202,116
New +$20.1M 2.07% 12