CBIZ Investment Advisory Services’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
2026 Q1	$3.31K	Hold	30	–	–	﹤0.01%	278
2025 Q4	$3.3K	Hold	30	–	–	﹤0.01%	578
2025 Q3	$3.34K	Hold	30	–	–	﹤0.01%	515
2025 Q2	$3.3K	Hold	30	–	–	﹤0.01%	491
2025 Q1	$3.33K	Hold	30	–	–	﹤0.01%	431
2024 Q4	$3.2K	Hold	30	–	–	﹤0.01%	347
2024 Q3	$3.31K	Hold	30	–	–	﹤0.01%	319
2024 Q2	$3.2K	Hold	30	–	–	﹤0.01%	315
2024 Q1	$3.22K	Buy	+30	New	+$3.21K	﹤0.01%	292
2023 Q1	–	Sell	-22,494	Closed	-$2.39M	–	35
2022 Q4	$2.39M	Buy	+22,494	New	+$2.4M	0.93%	17
2022 Q3	–	Sell	-3,067	Closed	-$349K	–	33
2022 Q2	$349K	Buy	+3,067	New	+$364K	0.03%	29
2021 Q4	–	Hold	0	–	-$68K	–	88
2021 Q3	–	Hold	0	–	–	–	56
2021 Q2	–	Hold	0	–	–	–	55
2021 Q1	–	Hold	0	–	–	–	49
2020 Q4	–	Hold	0	–	–	–	9
2020 Q3	–	Hold	0	–	–	–	8
2020 Q2	–	Hold	0	–	–	–	9
2020 Q1	–	Hold	0	–	–	–	5
2019 Q4	–	Hold	0	–	–	–	5