Capital Advisors Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
2022
Q2
$3.71M Sell
2022
Q1
$4.73M Sell
2021
Q4
$5M Buy
2021
Q3
$4.32M Buy
2021
Q2
$3.65M Buy
2021
Q1
$1.74M Buy