IFWM
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Institute for Wealth Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Institute for Wealth Management’s Portfolio STIP Stock Details STIP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-400
Closed -$40K – 645
2019
Q4 		$40K Buy
+400
New +$40K 0.01% 521