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

Castle Wealth Management’s Portfolio STIP Stock Details STIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-30
Closed -$3K – 566
2022
Q3 		$3K Sell
30
-2,494
-99% -$249K ﹤0.01% 554
2022
Q2 		$256K Buy
+2,524
New +$256K 0.15% 96