TSA Wealth Management’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
Q4
Sell
-3,045
Closed -$336K 67
2024
Q3
$336K Sell
3,045
-18,046
-86% -$1.99M 0.14% 50
2024
Q2
$2.25M Buy
21,091
+2,963
+16% +$316K 0.96% 21
2024
Q1
$1.95M Buy
18,128
+1,306
+8% +$140K 0.85% 24
2023
Q4
$1.81M Buy
+16,822
New +$1.81M 0.84% 23