Buckingham Strategic Wealth’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
2024 Q2	$2.84M	Buy	28,561 +1,012	+4%	+$100K	0.03%	198
2024 Q1	$2.74M	Buy	27,549 +2,255	+9%	+$223K	0.03%	203
2023 Q4	$2.49M	Buy	25,294 +814	+3%	+$79.3K	0.03%	207
2023 Q3	$2.37M	Sell	24,480 -4,982	-17%	-$484K	0.03%	200
2023 Q2	$2.88M	Buy	29,462 +10,186	+53%	+$1M	0.04%	186
2023 Q1	$1.87M	Hold	19,276	–	–	0.03%	191
2022 Q4	$1.87M	Sell	19,276 -2,385	-11%	-$232K	0.03%	191
2022 Q3	$2.08M	Buy	21,661 +4,249	+24%	+$426K	0.04%	168
2022 Q2	$1.77M	Sell	17,412 -153	-0.9%	-$15.8K	0.03%	186
2022 Q1	$1.84M	Buy	17,565 +1,541	+10%	+$162K	0.04%	186
2021 Q4	$1.7M	Buy	16,024 +4,087	+34%	+$433K	0.03%	202
2021 Q3	$1.26M	Buy	11,937 +4,278	+56%	+$454K	0.03%	231
2021 Q2	$814K	Buy	7,659 +2,746	+56%	+$292K	0.02%	271
2021 Q1	$519K	Buy	+4,913	New	+$517K	0.03%	322