Northwest Financial Advisors’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
-387
Closed -$42.8K 497
2024
Q3
$42.8K Buy
+387
New +$42.8K 0.03% 248
2024
Q1
Sell
-679
Closed -$73K 484
2023
Q4
$73K Buy
+679
New +$73K 0.06% 174