Beacon Bridge 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
2023
Q4
Sell
-2,477
Closed -$257K 109
2023
Q3
$257K Buy
2,477
+180
+8% +$18.7K 0.14% 73
2023
Q2
$247K Sell
2,297
-229
-9% -$24.6K 0.13% 82
2023
Q1
$278K Buy
2,526
+30
+1% +$3.31K 0.17% 70
2022
Q4
$266K Buy
+2,496
New +$266K 0.19% 73