Novak Financial Planning’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
2021
Q2
$693K Sell
5,414
-196
-3% -$25.1K 0.34% 76
2021
Q1
$704K Sell
5,610
-39
-0.7% -$4.89K 0.39% 71
2020
Q4
$721K Buy
+5,649
New +$721K 0.42% 66