Schwallier Wealth Management’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
2024 Q2	–	Sell	-29,983	Closed	-$3.22M	–	31
2024 Q1	$3.22M	Buy	29,983 +17,893	+148%	+$1.92M	2.59%	11
2023 Q4	$1.3M	Buy	+12,090	New	+$1.3M	1.08%	15