Whalen 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
2025 Q2	–	Sell	-29,060	Closed	-$3.01M	–	221
2025 Q1	$3.01M	Buy	+29,060	New	+$3.01M	2.01%	12