WealthPlan Investment 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
2023
Q1
Sell
-4,100
Closed -$442K 567
2022
Q4
$442K Buy
4,100
+45
+1% +$4.85K 0.03% 270
2022
Q3
$444K Buy
+4,055
New +$444K 0.03% 259
2022
Q1
$447K Buy
+3,689
New +$447K 0.03% 266