NWM
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Napa Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Napa 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
Q1 		– Sell
-7,686
Closed -$826K – 110
2023
Q4 		$826K Buy
+7,686
New +$826K 0.45% 48