West Wealth Group’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
2024
Q1
Sell
-9,916
Closed -$1.07M 98
2023
Q4
$1.07M Sell
9,916
-8
-0.1% -$860 0.42% 26
2023
Q3
$1.03M Buy
+9,924
New +$1.03M 0.45% 27