Montag & Associates’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Montag & Associates’s Portfolio STIP Stock Details STIP Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$1.48M	Buy
2023 Q3	–	Sell
2023 Q2	$39.2K	Hold
2023 Q1	$39.9K	Buy