Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-579	Closed	-$58K	–	1852
2019 Q1	$58K	Buy	579 +16	+3%	+$1.58K	﹤0.01%	843
2018 Q4	$55K	Buy	563 +169	+43%	+$16.6K	﹤0.01%	825
2018 Q3	$39K	Buy	394 +160	+68%	+$15.8K	﹤0.01%	1056
2018 Q2	$23K	Buy	234 +75	+47%	+$7.47K	﹤0.01%	1265
2018 Q1	$16K	Hold	159	–	–	﹤0.01%	1377
2017 Q4	$16K	Hold	159	–	–	﹤0.01%	1409
2017 Q3	$16K	Hold	159	–	–	﹤0.01%	1388
2017 Q2	$16K	Hold	159	–	–	﹤0.01%	1348
2017 Q1	$16K	Hold	159	–	–	﹤0.01%	1167
2016 Q4	$16K	Hold	159	–	–	﹤0.01%	1088
2016 Q3	$16K	Buy	159 +1	+0.6%	+$101	﹤0.01%	1126
2016 Q2	$16K	Buy	158 +1	+0.6%	+$101	﹤0.01%	1077
2016 Q1	$16K	Sell	157 -12	-7%	-$1.19K	﹤0.01%	1048
2015 Q4	$17K	Buy	+169	New	+$16.8K	﹤0.01%	1026