Summit Trail 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
$7.04M Sell
68,414
-11,230
-14% -$1.16M 0.12% 93
2025
Q1
$8.24M Buy
79,644
+35,695
+81% +$3.69M 0.27% 38
2024
Q4
$4.42M Buy
+43,949
New +$4.42M 0.16% 51