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

Mosley Wealth Management’s Portfolio TIP Stock Details TIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-5,482
Closed -$585K – 121
2024
Q2 		$585K Sell
5,482
-167
-3% -$17.8K 0.5% 44
2024
Q1 		$607K Buy
5,649
+2
+0% +$215 0.57% 41
2023
Q4 		$607K Buy
+5,647
New +$607K 0.6% 35