Financial Partners Group (Kansas)’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
-9,000
Closed -$992K 171
2023
Q1
$992K Sell
9,000
-17
-0.2% -$1.87K 0.22% 54
2022
Q4
$973K Buy
9,017
+384
+4% +$41.4K 0.21% 59
2022
Q3
$906K Buy
8,633
+420
+5% +$44.1K 0.24% 52
2022
Q2
$936K Sell
8,213
-257
-3% -$29.3K 0.23% 57
2022
Q1
$1.06M Buy
8,470
+4,172
+97% +$520K 0.23% 59
2021
Q4
$544K Buy
4,298
+1,511
+54% +$191K 0.12% 94
2021
Q3
$356K Buy
+2,787
New +$356K 0.08% 114