True Link Financial Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-15,712	Closed	-$1.55M	–	74
2023 Q4	$1.55M	Sell	15,712 -5,350	-25%	-$521K	0.17%	22
2023 Q3	$2.04M	Sell	21,062 -175	-0.8%	-$17K	0.24%	23
2023 Q2	$2.07M	Hold	21,237	–	–	0.25%	23
2023 Q1	$2.11M	Hold	21,237	–	–	0.26%	26
2022 Q4	$2.06M	Sell	21,237 -815	-4%	-$79.2K	0.28%	26
2022 Q3	$2.12M	Buy	22,052 +815	+4%	+$81.6K	0.31%	26
2022 Q2	$2.15M	Hold	21,237	–	–	0.33%	29
2022 Q1	$2.23M	Hold	21,237	–	–	0.32%	26
2021 Q4	$2.25M	Hold	21,237	–	–	0.3%	31
2021 Q3	$2.24M	Buy	21,237 +1,225	+6%	+$130K	0.31%	35
2021 Q2	$2.13M	Buy	20,012 +2,250	+13%	+$239K	0.31%	38
2021 Q1	$1.88M	Buy	17,762 +1,250	+8%	+$131K	0.27%	44
2020 Q4	$1.72M	Buy	+16,512	New	+$1.71M	0.27%	47