Novare Capital Management’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
2023
Q3
Sell
-1,860
Closed -$200K 176
2023
Q2
$200K Sell
1,860
-2,449
-57% -$264K 0.02% 170
2023
Q1
$475K Hold
4,309
0.05% 126
2022
Q4
$459K Buy
+4,309
New +$459K 0.05% 129