Milestone Advisory 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
2023
Q1
Sell
-10,236
Closed -$1.09M 70
2022
Q4
$1.09M Sell
10,236
-1,357
-12% -$144K 0.81% 23
2022
Q3
$1.22M Sell
11,593
-3,041
-21% -$319K 0.91% 22
2022
Q2
$1.69M Sell
14,634
-42,847
-75% -$4.93M 1.37% 19
2022
Q1
$7.16M Buy
+57,481
New +$7.16M 3.86% 6