WealthPLAN Partners’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
2025
Q3
Sell
2025
Q2
$225K Buy
2023
Q3
Sell
2023
Q2
$6.54K Sell
2023
Q1
$7.04K Buy
2018
Q1
Sell
2017
Q4
$2.8M Buy
2016
Q3
Sell
2016
Q2
$163 Buy