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

Rooted Wealth Advisors’s Portfolio TIP Stock Details TIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell
2023 Q3	$336K	Buy
2023 Q2	$304K	Sell
2023 Q1	$318K	Buy
2022 Q4	$280K	Buy