Sovereign Financial Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Sovereign Financial Group’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 Q3	$290K	Hold
2025 Q2	$288K	Sell
2025 Q1	$404K	Sell
2024 Q4	$418K	Buy
2024 Q3	$347K	Sell
2024 Q2	$421K	Buy
2024 Q1	$281K	Buy
2023 Q4	$253K	Buy