Sweeney & Michel’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
2023
Q3
$319K Sell
3,058
-953
-24% -$99.6K 0.17% 85
2023
Q2
$427K Sell
4,011
-171
-4% -$18.2K 0.22% 74
2023
Q1
$451K Buy
+4,182
New +$451K 0.24% 70