San Luis Wealth Advisors’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
2022
Q2
Sell
-104,589
Closed -$13.5M 385
2022
Q1
$13.5M Buy
+104,589
New +$13.5M 6.61% 2
2021
Q4
Sell
-71,666
Closed -$9.15M 149
2021
Q3
$9.15M Buy
+71,666
New +$9.15M 5.1% 2
2020
Q4
$5.69M Buy
+44,578
New +$5.69M 3.67% 5