Mowery & Schoenfeld 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
2024
Q4
Sell
-107
Closed -$11.8K 514
2024
Q3
$11.8K Buy
+107
New +$11.8K 0.02% 168
2024
Q1
Sell
-1,230
Closed -$132K 184
2023
Q4
$132K Buy
+1,230
New +$132K 0.27% 48