Portland Financial Advisors’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
2025
Q2
$2.14M Buy
20,762
+316
+2% +$32.5K 5.13% 3
2025
Q1
$2.12M Buy
20,446
+45
+0.2% +$4.66K 5.41% 2
2024
Q4
$2.05M Buy
+20,401
New +$2.05M 5.52% 2