Inlet Private 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
2023
Q3
Sell
-2,855
Closed -$307K 134
2023
Q2
$307K Sell
2,855
-1,000
-26% -$108K 0.08% 112
2023
Q1
$425K Hold
3,855
0.11% 102
2022
Q4
$410K Buy
3,855
+600
+18% +$63.9K 0.11% 102
2022
Q3
$341K Buy
+3,255
New +$341K 0.1% 107