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