Avalon Capital Management’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
$1.61M Buy
14,606
+10,914
+296% +$1.2M 0.43% 53
2025
Q1
$410K Buy
+3,692
New +$410K 0.12% 93
2020
Q4
Sell
-69,555
Closed -$8.8M 28
2020
Q3
$8.8M Buy
69,555
+1,156
+2% +$146K 8.14% 4
2020
Q2
$8.41M Buy
+68,399
New +$8.41M 8.28% 4