Mowery & Schoenfeld Wealth Management’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
2024
Q4
Sell
-92
Closed -$9.32K 513
2024
Q3
$9.32K Buy
+92
New +$9.32K 0.01% 178
2024
Q1
Sell
-1,061
Closed -$105K 183
2023
Q4
$105K Buy
+1,061
New +$105K 0.21% 57