Enzi Wealth’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
2023
Q2
Sell
-3,240
Closed -$354K 71
2023
Q1
$354K Sell
3,240
-11,800
-78% -$1.29M 0.18% 47
2022
Q4
$1.64M Sell
15,040
-1,215
-7% -$133K 0.78% 25
2022
Q3
$1.74M Buy
+16,255
New +$1.74M 0.85% 23