SPWM
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Spartan Planning & Wealth Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Spartan Planning & Wealth Management’s Portfolio STIP Stock Details STIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.97M Sell
48,312
-10,991
-19% -$1.13M 4.26% 6
2025
Q1 		$6.14M Buy
+59,303
New +$6.14M 5.95% 3