WESPAC Advisors SoCal’s iShares TIPS Bond ETF TIP Stock Holding History

WESPAC Advisors SoCal’s Portfolio TIP Stock Details TIP Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.21M	Buy
2024 Q2	–	Sell
2024 Q1	$201K	Sell
2023 Q4	$206K	Sell
2023 Q3	$218K	Hold
2023 Q2	$226K	Hold
2023 Q1	$232K	Hold
2022 Q4	$224K	Buy
2016 Q3	–	Sell
2016 Q2	$23.6K	Hold
2016 Q1	$23.2K	Buy