SWTS
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Stonehaven Wealth & Tax Solutions’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Stonehaven Wealth & Tax Solutions’s Portfolio STIP Stock Details STIP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$602K Buy
5,846
+216
+4% +$22.2K 0.59% 31
2025
Q1 		$583K Buy
5,630
+1,804
+47% +$187K 0.62% 34
2024
Q4 		$385K Buy
+3,826
New +$385K 0.42% 54