Stiles Financial Services’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
Q3
Sell
-10,646
Closed -$1.21M 184
2022
Q2
$1.21M Buy
10,646
+907
+9% +$103K 0.73% 41
2022
Q1
$1.21M Buy
9,739
+89
+0.9% +$11.1K 0.61% 51
2021
Q4
$1.25M Buy
+9,650
New +$1.25M 0.6% 50