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Marshall & Sterling Wealth Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio STIP Stock Details STIP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$164K Buy
1,594
+25
+2% +$2.57K 0.11% 90
2025
Q1 		$162K Buy
1,569
+2
+0.1% +$207 0.11% 92
2024
Q4 		$158K Buy
+1,567
New +$158K 0.11% 89