Monument Capital 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
2025
Q2
Sell
-52,993
Closed -$5.89M 236
2025
Q1
$5.89M Buy
+52,993
New +$5.89M 1.81% 10
2022
Q1
Sell
-4,229
Closed -$546K 158
2021
Q4
$546K Sell
4,229
-1,068
-20% -$138K 0.17% 107
2021
Q3
$676K Sell
5,297
-1,061
-17% -$135K 0.23% 91
2021
Q2
$814K Buy
6,358
+54
+0.9% +$6.91K 0.28% 81
2021
Q1
$791K Buy
+6,304
New +$791K 0.32% 72