Werba Rubin Papier Wealth 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 Q4	–	Sell	-4,164	Closed	-$432K	–	125
2023 Q3	$432K	Sell	4,164 -2,660	-39%	-$276K	0.15%	61
2023 Q2	$734K	Sell	6,824 -2,989	-30%	-$322K	0.25%	48
2023 Q1	$1.08M	Sell	9,813 -2,462	-20%	-$271K	0.42%	30
2022 Q4	$1.31M	Buy	+12,275	New	+$1.31M	0.54%	25