Gen-Wealth Partners’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
$57.2K Buy
520
+38
+8% +$4.18K 0.02% 328
2025
Q1
$53.5K Buy
482
+22
+5% +$2.44K 0.02% 331
2024
Q4
$49K Buy
460
+11
+2% +$1.17K 0.02% 368
2024
Q3
$48.7K Sell
449
-2,675
-86% -$290K 0.02% 379
2024
Q2
$334K Sell
3,124
-1,682
-35% -$180K 0.16% 150
2024
Q1
$516K Buy
+4,806
New +$516K 0.26% 92