Beaumont Financial Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-2,471	Closed	-$251K	–	325
2022 Q2	$251K	Buy	+2,471	New	+$255K	0.02%	268
2021 Q1	–	Sell	-261	Closed	-$27K	–	363
2020 Q4	$27K	Buy	+261	New	+$27.1K	﹤0.01%	331
2019 Q4	–	Sell	-2,344	Closed	-$235K	–	294
2019 Q3	$235K	Buy	2,344 +21	+0.9%	+$2.1K	0.02%	242
2019 Q2	$234K	Buy	2,323 +13	+0.6%	+$1.3K	0.02%	222
2019 Q1	$230K	Buy	+2,310	New	+$228K	0.02%	211
2018 Q4	–	Sell	-2,329	Closed	-$230K	–	237
2018 Q3	$230K	Sell	2,329 -13	-0.6%	-$1.29K	0.02%	206
2018 Q2	$233K	Sell	2,342 -5,107	-69%	-$509K	0.02%	186
2018 Q1	$746K	Buy	7,449 +2,608	+54%	+$260K	0.08%	107
2017 Q4	$483K	Sell	4,841 -1,486	-23%	-$149K	0.06%	123
2017 Q3	$635K	Buy	6,327 +1,609	+34%	+$162K	0.08%	106
2017 Q2	$474K	Buy	4,718 +1,168	+33%	+$118K	0.06%	117
2017 Q1	$360K	Buy	3,550 +522	+17%	+$52.8K	0.05%	140
2016 Q4	$305K	Buy	+3,028	New	+$305K	0.05%	122