Legacy Capital 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
2024
Q2
Sell
-28,850
Closed -$3.17M 363
2024
Q1
$3.17M Buy
+28,850
New +$3.17M 2.25% 12