Fortitude Family Office’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 | $3.4M | Sell |
30,872
-5,103
| -14% | -$562K | 1.12% | 25 |
|
2025
Q1 | $4M | Sell |
35,975
-4,665
| -11% | -$518K | 1.42% | 17 |
|
2024
Q4 | $4.33M | Sell |
40,640
-31,127
| -43% | -$3.32M | 1.55% | 12 |
|
2024
Q3 | $7.93M | Buy |
71,767
+10,143
| +16% | +$1.12M | 3.14% | 6 |
|
2024
Q2 | $6.58M | Buy |
61,624
+21,976
| +55% | +$2.35M | 3.73% | 5 |
|
2024
Q1 | $4.26M | Buy |
39,648
+16,204
| +69% | +$1.74M | 2.86% | 6 |
|
2023
Q4 | $2.52M | Buy |
+23,444
| New | +$2.52M | 1.87% | 7 |
|