Austin Private Wealth’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
2024
Q3
Sell
-13,137
Closed -$1.4M 247
2024
Q2
$1.4M Sell
13,137
-319
-2% -$34.1K 0.15% 55
2024
Q1
$1.44M Sell
13,456
-11,653
-46% -$1.24M 0.17% 55
2023
Q4
$2.7M Buy
25,109
+1,416
+6% +$152K 0.34% 40
2023
Q3
$2.46M Buy
+23,693
New +$2.46M 0.36% 39