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Sound View Wealth Advisors Group’s iShares TIPS Bond ETF TIP Stock Holding History

Sound View Wealth Advisors Group’s Portfolio TIP Stock Details TIP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-4,769
Closed -$495K – 392
2023
Q3 		$495K Buy
4,769
+4
+0.1% +$415 0.06% 221
2023
Q2 		$513K Hold
4,765
– – 0.07% 220
2023
Q1 		$525K Buy
+4,765
New +$525K 0.07% 209