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

Concord Wealth Partners’s Portfolio STIP Stock Details STIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-385
Closed -$38K – 899
2023
Q4 		$38K Buy
+385
New +$38K 0.01% 393