1 North Wealth Services’s iShares TIPS Bond ETF TIP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$680 Hold
6
﹤0.01% 253
2025
Q1
$683 Buy
+6
New +$683 ﹤0.01% 252
2019
Q4
$8.8M Buy
75,446
+1,034
+1% +$121K 5.44% 4
2019
Q3
$8.65M Buy
+74,412
New +$8.65M 5.79% 2
2019
Q1
$8.27M Buy
73,151
+3,795
+5% +$429K 5.83% 2
2018
Q4
$7.6M Buy
+69,356
New +$7.6M 6.34% 1