Surience Private Wealth’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
-40,514
Closed -$4.62M 20
2022
Q2
$4.62M Sell
40,514
-1,379
-3% -$157K 6.96% 5
2022
Q1
$5.22M Sell
41,893
-18,260
-30% -$2.27M 4.57% 10
2021
Q4
$7.77M Buy
+60,153
New +$7.77M 6.34% 4