Pathstone Family Office’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
2023
Q3
$904K Buy
2022
Q4
Sell
2022
Q3
$566K Buy
2022
Q2
$274K Buy
2021
Q2
Sell
2021
Q1
$236K Buy
2019
Q4
Sell
2019
Q3
$6K Buy
2019
Q2
$6K Buy
2014
Q2
Sell
2014
Q1
$1K Hold
2013
Q4
$1K Hold
2013
Q3
$1K Sell
2013
Q2
$11K Buy