Lumature Wealth Partners’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
$11.6K Sell
2022
Q3
$92K Sell
2022
Q2
$169K Sell
2022
Q1
$1.42M Buy
2021
Q4
$1.47M Buy
2021
Q3
$1.46M Buy
2021
Q2
$1.42M Buy
2021
Q1
$1.28M Buy
2020
Q4
$628K Buy