WCM
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Washburn Capital Management’s iShares TIPS Bond ETF TIP Stock Holding History

Washburn Capital Management’s Portfolio TIP Stock Details TIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-17,343
Closed -$2.16M – 57
2022
Q1 		$2.16M Sell
17,343
-198
-1% -$24.9K 1.42% 14
2021
Q4 		$2.27M Sell
17,541
-297
-2% -$38.3K 1.35% 17
2021
Q3 		$2.28M Buy
17,838
+1,582
+10% +$204K 1.49% 15
2021
Q2 		$2.08M Sell
16,256
-242
-1% -$30.7K 1.39% 16
2021
Q1 		$2.07M Buy
16,498
+200
+1% +$25.3K 1.4% 17
2020
Q4 		$2.08M Buy
16,298
+801
+5% +$101K 1.45% 16
2020
Q3 		$1.96M Buy
15,497
+2,041
+15% +$256K 1.55% 16
2020
Q2 		$1.66M Hold
13,456
– – 1.52% 16
2020
Q1 		$1.59M Sell
13,456
-245
-2% -$28.9K 2.17% 12
2019
Q4 		$1.6M Buy
+13,701
New +$1.59M 1.45% 12

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