Wealth Forward LLC’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 | $11.4M | Buy |
103,930
+851
| +0.8% | +$93.6K | 7.69% | 6 |
|
|
2025
Q1 | $11.5M | Buy |
103,079
+975
| +1% | +$108K | 8.15% | 6 |
|
|
2024
Q4 | $10.9M | Buy |
102,104
+2,762
| +3% | +$294K | 7.68% | 6 |
|
|
2024
Q3 | $11M | Sell |
99,342
-1,384
| -1% | -$153K | 7.7% | 6 |
|
|
2024
Q2 | $10.8M | Buy |
100,726
+673
| +0.7% | +$71.9K | 8.4% | 6 |
|
|
2024
Q1 | $10.7M | Buy |
100,053
+3,660
| +4% | +$393K | 8.46% | 6 |
|
|
2023
Q4 | $10.4M | Buy |
+96,393
| New | +$10.4M | 8.75% | 5 |
|