Avid Wealth Partners’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
-4,221
Closed -$451K 45
2024
Q2
$451K Buy
4,221
+1,125
+36% +$120K 0.35% 26
2024
Q1
$333K Buy
+3,096
New +$333K 0.27% 30