CWM
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Centricity Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Centricity Wealth Management’s Portfolio TIP Stock Details TIP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$62.3K Hold
566
– – 0.05% 148
2025
Q1 		$62.9K Sell
566
-204
-26% -$22.7K 0.06% 143
2024
Q4 		$82K Buy
+770
New +$82K 0.08% 125