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Holistic Planning’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Holistic Planning’s Portfolio STIP Stock Details STIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$350K Buy
3,400
+62
+2% +$6.38K 0.1% 156
2025
Q1 		$345K Buy
3,338
+1
+0% +$103 0.12% 127
2024
Q4 		$336K Buy
+3,337
New +$336K 0.12% 121