Meritas Wealth Management’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
2023
Q4
Sell
-5,658
Closed -$587K 52
2023
Q3
$587K Buy
5,658
+100
+2% +$10.4K 0.45% 23
2023
Q2
$598K Sell
5,558
-574
-9% -$61.8K 0.45% 24
2023
Q1
$676K Buy
6,132
+443
+8% +$48.8K 0.53% 22
2022
Q4
$606K Buy
+5,689
New +$606K 0.5% 22