Kellett Wealth Advisors’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
2022
Q4
Sell
-2,329
Closed -$248K 56
2022
Q3
$248K Buy
2,329
+15
+0.6% +$1.6K 0.3% 39
2022
Q2
$264K Sell
2,314
-487
-17% -$55.6K 0.34% 44
2022
Q1
$349K Sell
2,801
-499
-15% -$62.2K 0.28% 37
2021
Q4
$426K Buy
+3,300
New +$426K 0.33% 31