Live Oak Private Wealth’s iShares TIPS Bond ETF TIP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$617K Sell
2022
Q3
$898K Sell
2022
Q2
$1.94M Sell
2022
Q1
$2.23M Buy
2021
Q4
$2.31M Buy
2021
Q3
$1.96M Sell
2021
Q2
$2M Buy
2021
Q1
$1.38M Buy