PWM
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Pines Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Pines Wealth Management’s Portfolio TIP Stock Details TIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,413
Closed -$575K – 216
2024
Q4 		$575K Buy
+5,413
New +$575K 0.25% 105