Werba Rubin Papier Wealth Management’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
2023 Q4	–	Sell	-7,230	Closed	-$701K	–	124
2023 Q3	$701K	Sell	7,230 -2,679	-27%	-$260K	0.25%	49
2023 Q2	$967K	Sell	9,909 -6,702	-40%	-$654K	0.34%	38
2023 Q1	$1.65M	Sell	16,611 -2,311	-12%	-$229K	0.65%	24
2022 Q4	$1.83M	Buy	+18,922	New	+$1.83M	0.76%	22