WMS Partners’s iShares TIPS Bond ETF TIP Stock Holding History

WMS Partners’s Portfolio TIP Stock Details TIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell
2022 Q2	$529K	Sell
2022 Q1	$2.19M	Sell
2021 Q4	$2.4M	Buy
2021 Q3	$2.33M	Buy
2021 Q2	$1.02M	Buy
2020 Q4	–	Sell
2020 Q3	$2.28M	Buy