IF
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Integrity Financial’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Integrity Financial’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
2024
Q2 		– Sell
-15
Closed -$1.49K – 221
2024
Q1 		$1.49K Hold
15
– – ﹤0.01% 205
2023
Q4 		$1.48K Hold
15
– – ﹤0.01% 193
2023
Q3 		$1.45K Hold
15
– – ﹤0.01% 219
2023
Q2 		$1.46K Hold
15
– – ﹤0.01% 201
2023
Q1 		$1.49K Hold
15
– – ﹤0.01% 202
2022
Q4 		$1.45K Hold
15
– – ﹤0.01% 200
2022
Q3 		$1K Hold
15
– – ﹤0.01% 197
2022
Q2 		$2K Hold
15
– – ﹤0.01% 199
2022
Q1 		$2K Hold
15
– – ﹤0.01% 203
2021
Q4 		$2K Buy
+15
New +$1.59K ﹤0.01% 206

Other funds holding STIP

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.82B AUM 16.73% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return