Impact Partnership Wealth’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
$3.78M Buy
34,321
+3,518
+11% +$387K 0.7% 25
2025
Q1
$3.42M Buy
30,803
+1,216
+4% +$135K 0.73% 23
2024
Q4
$3.15M Sell
29,587
-7,212
-20% -$768K 0.64% 24
2024
Q3
$4.07M Buy
36,799
+7,813
+27% +$863K 0.92% 21
2024
Q2
$3.1M Buy
28,986
+15,577
+116% +$1.66M 0.81% 20
2024
Q1
$1.44M Sell
13,409
-7,253
-35% -$779K 0.57% 23
2023
Q4
$2.22M Buy
20,662
+4,487
+28% +$482K 0.81% 20
2023
Q3
$1.68M Buy
16,175
+6,064
+60% +$629K 0.52% 25
2023
Q2
$1.09M Buy
+10,111
New +$1.09M 0.38% 21