National Wealth Management Group’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
2022
Q2
Sell
-2,174
Closed -$271K 137
2022
Q1
$271K Sell
2,174
-2,856
-57% -$356K 0.26% 90
2021
Q4
$650K Buy
+5,030
New +$650K 0.61% 57