MWM
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Melfa Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Melfa Wealth Management’s Portfolio TIP Stock Details TIP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,056
Closed -$227K – 203
2024
Q3 		$227K Hold
2,056
– – 0.15% 154
2024
Q2 		$220K Hold
2,056
– – 0.15% 150
2024
Q1 		$221K Buy
+2,056
New +$221K 0.16% 145