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Confluence Wealth Services’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Confluence Wealth Services’s Portfolio STIP Stock Details STIP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-400
Closed -$42K – 1034
2021
Q4 		$42K Buy
+400
New +$42K 0.01% 514