Compass Planning Associates’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
$266K Buy
2,419
+33
+1% +$3.63K 0.24% 30
2025
Q1
$265K Sell
2,386
-1,119
-32% -$124K 0.27% 31
2024
Q4
$373K Buy
+3,505
New +$373K 0.38% 26