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