Upper Left Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$478K Sell
2025
Q1
$483K Sell
2024
Q4
$473K Sell
2024
Q3
$494K Sell
2024
Q2
$720K Sell
2024
Q1
$776K Sell
2023
Q4
$906K Sell
2023
Q3
$895K Buy
2023
Q2
$924K Sell
2023
Q1
$979K Sell
2022
Q4
$977K Sell
2022
Q3
$1.01M Buy
2022
Q2
$540K Buy