Hoxton Planning & Management’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
2023
Q4
Sell
-12,882
Closed -$1.34M 154
2023
Q3
$1.34M Buy
12,882
+4,370
+51% +$453K 0.87% 23
2023
Q2
$916K Buy
8,512
+2,615
+44% +$281K 0.57% 33
2023
Q1
$650K Sell
5,897
-4,508
-43% -$497K 0.36% 51
2022
Q4
$1.11M Buy
+10,405
New +$1.11M 0.59% 34