Exencial Wealth Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Exencial Wealth Advisors’s Portfolio STIP Stock Details STIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$16M	Buy
2025 Q1	$11.7M	Buy
2024 Q4	$10.1M	Buy
2024 Q3	$8.9M	Sell
2024 Q2	$8.89M	Sell
2024 Q1	$9.16M	Sell
2023 Q4	$9.46M	Sell
2023 Q3	$10.5M	Sell
2023 Q2	$11.7M	Buy