LRWM
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Lord & Richards Wealth Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Lord & Richards Wealth Management’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 		$1.3M Buy
12,668
+1,834
+17% +$189K 1.36% 24
2025
Q1 		$1.12M Buy
10,834
+6,219
+135% +$644K 1.27% 28
2024
Q4 		$464K Buy
+4,615
New +$464K 0.98% 44