Summit Trail 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
2024
Q1
Sell
-8,779
Closed -$944K 638
2023
Q4
$944K Buy
+8,779
New +$944K 0.03% 186
2018
Q1
Sell
-82
Closed -$9K 1536
2017
Q4
$9K Buy
+82
New +$9K ﹤0.01% 1254