Octavia Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$400K Buy
2023
Q2
Sell
2023
Q1
$265K Sell
2022
Q4
$348K Sell
2022
Q3
$346K Buy
2022
Q2
$377K Sell
2022
Q1
$416K Buy
2021
Q4
$382K Buy
2021
Q3
$285K Buy