Atria Wealth Solutions’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
2025 Q2	$5.47M	Sell	49,923 -3,761	-7%	-$410K	0.12%	197
2025 Q1	$5.96M	Sell	53,684 -29,143	-35%	-$3.17M	0.07%	290
2024 Q4	$8.83M	Buy	82,827 +18,906	+30%	+$2.05M	0.1%	211
2024 Q3	$7.06M	Sell	63,921 -26,846	-30%	-$2.92M	0.08%	272
2024 Q2	$9.69M	Sell	90,767 -14,904	-14%	-$1.58M	0.11%	192
2024 Q1	$11.4M	Sell	105,671 -5,062	-5%	-$541K	0.13%	173
2023 Q4	$11.9M	Sell	110,733 -42,793	-28%	-$4.47M	0.15%	149
2023 Q3	$15.9M	Buy	153,526 +41,072	+37%	+$4.35M	0.22%	99
2023 Q2	$12.1M	Sell	112,454 -10,543	-9%	-$1.15M	0.17%	130
2023 Q1	$13.6M	Sell	122,997 -48,468	-28%	-$5.24M	0.2%	111
2022 Q4	$18.3M	Sell	171,465 -93,966	-35%	-$10M	0.29%	82
2022 Q3	$27.8M	Sell	265,431 -2,425	-0.9%	-$275K	0.48%	34
2022 Q2	$30.5M	Buy	267,856 +22,282	+9%	+$2.64M	0.61%	28
2022 Q1	$30.6M	Buy	+245,574	New	+$30.9M	0.51%	28