Strategic Wealth Management Group’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
2021
Q2
$742K Buy
5,799
+148
+3% +$18.9K 0.27% 50
2021
Q1
$709K Hold
5,651
0.27% 48
2020
Q4
$721K Sell
5,651
-2,416
-30% -$308K 0.31% 43
2020
Q3
$1.02M Buy
+8,067
New +$1.02M 0.5% 33