FFWA
TIP icon

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

Forthright Family Wealth Advisory’s Portfolio TIP Stock Details TIP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-12,915
Closed -$1.38M – 75
2024
Q2 		$1.38M Sell
12,915
-689
-5% -$73.6K 0.89% 27
2024
Q1 		$1.46M Buy
13,604
+1,094
+9% +$118K 0.98% 25
2023
Q4 		$1.34M Buy
+12,510
New +$1.34M 1.05% 22