Chemistry 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
2025
Q2
$1.15M Buy
10,446
+190
+2% +$20.9K 0.25% 69
2025
Q1
$1.14M Hold
10,256
0.27% 60
2024
Q4
$1.09M Buy
10,256
+1,492
+17% +$159K 0.26% 64
2024
Q3
$968K Sell
8,764
-128
-1% -$14.1K 0.23% 68
2024
Q2
$950K Sell
8,892
-24
-0.3% -$2.56K 0.25% 65
2024
Q1
$958K Buy
8,916
+304
+4% +$32.7K 0.26% 65
2023
Q4
$926K Buy
8,612
+2,789
+48% +$300K 0.28% 59
2023
Q3
$604K Sell
5,823
-80
-1% -$8.3K 0.2% 79
2023
Q2
$635K Sell
5,903
-70
-1% -$7.53K 0.21% 80
2023
Q1
$659K Buy
5,973
+228
+4% +$25.1K 0.23% 75
2022
Q4
$611K Sell
5,745
-2,394
-29% -$255K 0.24% 69
2022
Q3
$854K Buy
8,139
+1
+0% +$105 0.34% 52
2022
Q2
$927K Sell
8,138
-130
-2% -$14.8K 0.35% 51
2022
Q1
$1.03M Buy
+8,268
New +$1.03M 0.35% 48