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Private Client Services’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Private Client Services’s Portfolio STIP Stock Details STIP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,427
Closed -$241K – 148
2024
Q1 		$241K Sell
2,427
-734
-23% -$73K 0.16% 113
2023
Q4 		$312K Buy
+3,161
New +$312K 0.26% 100