Forthright Family Wealth Advisory’s iShares TIPS Bond ETF TIP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.46M Buy
2024
Q3
Sell
2024
Q2
$1.38M Sell
2024
Q1
$1.46M Buy
2023
Q4
$1.34M Buy