Congress Wealth Management’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
2024 Q1	–	Sell	-2,796	Closed	-$276K	–	634
2023 Q4	$276K	Buy	2,796 +8	+0.3%	+$789	0.01%	544
2023 Q3	$270K	Buy	+2,788	New	+$270K	0.01%	538