Narus Financial 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $218K | Sell |
1,977
-81
| -4% | -$8.91K | 0.07% | 150 |
|
2025
Q1 | $229K | Buy |
+2,058
| New | +$229K | 0.08% | 137 |
|
2023
Q2 | – | Sell |
-2,263
| Closed | -$250K | – | 124 |
|
2023
Q1 | $250K | Sell |
2,263
-368
| -14% | -$40.6K | 0.14% | 98 |
|
2022
Q4 | $280K | Sell |
2,631
-810
| -24% | -$86.2K | 0.16% | 89 |
|
2022
Q3 | $361K | Buy |
3,441
+1,588
| +86% | +$167K | 0.23% | 72 |
|
2022
Q2 | $211K | Sell |
1,853
-3,683
| -67% | -$420K | 0.13% | 106 |
|
2022
Q1 | $690K | Buy |
+5,536
| New | +$690K | 0.39% | 45 |
|
2021
Q1 | $233K | Buy |
+1,858
| New | +$233K | 0.14% | 95 |
|