Heritage Family Offices’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 Q4	–	Sell	-4,190	Closed	-$425K	–	193
2024 Q3	$425K	Hold	4,190	–	–	0.22%	96
2024 Q2	$417K	Buy	+4,190	New	+$417K	0.23%	89