Capital Planning Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-7,930
Closed -$774K 128
2023
Q2
$774K Buy
+7,930
New +$774K 0.16% 77