Accel Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,045	Closed	-$226K	–	266
2024 Q3	$226K	Sell	2,045 -966	-32%	-$105K	0.08%	221
2024 Q2	$322K	Sell	3,011 -577	-16%	-$61.4K	0.13%	164
2024 Q1	$385K	Sell	3,588 -331	-8%	-$35.4K	0.16%	131
2023 Q4	$421K	Sell	3,919 -6,026	-61%	-$630K	0.21%	116
2023 Q3	$1.03M	Sell	9,945 -33	-0.3%	-$3.49K	0.57%	48
2023 Q2	$1.07M	Buy	9,978 +1,102	+12%	+$120K	0.59%	50
2023 Q1	$979K	Sell	8,876 -733	-8%	-$79.3K	0.4%	64
2022 Q4	$1.02M	Sell	9,609 -2,492	-21%	-$266K	0.49%	53
2022 Q3	$1.29M	Buy	12,101 +1,101	+10%	+$125K	0.69%	40
2022 Q2	$1.26M	Sell	11,000 -382	-3%	-$45.3K	0.72%	38
2022 Q1	$1.4M	Buy	11,382 +1,089	+11%	+$137K	0.72%	40
2021 Q4	$1.33M	Buy	10,293 +1,434	+16%	+$185K	0.65%	46
2021 Q3	$1.13M	Buy	8,859 +1,713	+24%	+$221K	0.73%	41
2021 Q2	$915K	Buy	7,146 +109	+2%	+$13.8K	0.61%	41
2021 Q1	$883K	Buy	7,037 +1,180	+20%	+$149K	0.72%	33
2020 Q4	$748K	Buy	+5,857	New	+$739K	0.7%	32