Westfuller Advisors’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 | $722K | Sell |
6,560
-349
| -5% | -$38.4K | 0.41% | 54 |
|
|
2025
Q1 | $768K | Sell |
6,909
-239
| -3% | -$26.6K | 0.51% | 46 |
|
|
2024
Q4 | $762K | Sell |
7,148
-1,189
| -14% | -$127K | 0.48% | 46 |
|
|
2024
Q3 | $921K | Buy |
+8,337
| New | +$921K | 0.66% | 40 |
|
|
2024
Q1 | $1.49M | Buy |
+13,915
| New | +$1.49M | 1.79% | 19 |
|