Centurion Wealth 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
2024
Q1
$589K Buy
5,486
+115
+2% +$12.4K 0.23% 73
2023
Q4
$577K Sell
5,371
-4,154
-44% -$447K 0.25% 67
2023
Q3
$988K Buy
+9,525
New +$988K 0.48% 46
2023
Q1
Sell
-4,110
Closed -$437K 164
2022
Q4
$437K Buy
+4,110
New +$437K 0.25% 86