Plan Group Financial’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
2025
Q2
$231K Buy
2,096
+127
+6% +$14K 0.08% 141
2025
Q1
$219K Buy
+1,969
New +$219K 0.08% 138
2022
Q2
$819K Buy
+7,106
New +$819K 1.41% 22