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Foundation Wealth Management (Pennsylvania)’s iShares TIPS Bond ETF TIP Stock Holding History

Foundation Wealth Management (Pennsylvania)’s Portfolio TIP Stock Details TIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.72M Sell
15,614
-1,121
-7% -$123K 0.74% 36
2025
Q1 		$1.86M Sell
16,735
-736
-4% -$81.8K 0.88% 36
2024
Q4 		$1.86M Buy
+17,471
New +$1.86M 0.9% 36