Vawter Financial’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
2025
Q2
Sell
-1,919
Closed -$213K 95
2025
Q1
$213K Sell
1,919
-125
-6% -$13.9K 0.12% 97
2024
Q4
$218K Sell
2,044
-75
-4% -$7.99K 0.13% 91
2024
Q3
$234K Sell
2,119
-211
-9% -$23.3K 0.14% 83
2024
Q2
$249K Buy
2,330
+1
+0% +$107 0.17% 79
2024
Q1
$250K Sell
2,329
-558
-19% -$59.9K 0.18% 75
2023
Q4
$310K Sell
2,887
-742
-20% -$79.8K 0.24% 53
2023
Q3
$376K Hold
3,629
0.43% 42
2023
Q2
$391K Sell
3,629
-150
-4% -$16.1K 0.34% 46
2023
Q1
$417K Sell
3,779
-497
-12% -$54.8K 0.42% 35
2022
Q4
$455K Buy
+4,276
New +$455K 0.53% 33