Madison Wealth Partners’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
2022
Q4
Sell
-6,138
Closed -$590K 80
2022
Q3
$590K Sell
6,138
-637
-9% -$61.2K 0.39% 31
2022
Q2
$687K Buy
+6,775
New +$687K 0.44% 27