Cedar Mountain Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Cedar Mountain Advisors’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
2026 Q2	$6.25K	Buy	57 +1	+2%	+$111	﹤0.01%	630
2026 Q1	$6.2K	Hold	56	–	–	﹤0.01%	590
2025 Q4	$6.17K	Hold	56	–	–	﹤0.01%	294
2025 Q3	$6.17K	Buy	56 +1	+2%	+$110	﹤0.01%	310
2025 Q2	$6.05K	Buy	55 +1	+2%	+$109	﹤0.01%	254
2025 Q1	$6.03K	Sell	54 -1	-2%	-$109	﹤0.01%	237
2024 Q4	$5.88K	Hold	55	–	–	﹤0.01%	246
2024 Q3	$6.07K	Hold	55	–	–	﹤0.01%	230
2024 Q2	$5.83K	Buy	55 +1	+2%	+$106	﹤0.01%	221
2024 Q1	$5.79K	Hold	54	–	–	﹤0.01%	217
2023 Q4	$5.79K	Buy	54 +1	+2%	+$105	﹤0.01%	210
2023 Q3	$5.54K	Hold	53	–	–	﹤0.01%	203
2023 Q2	$5.69K	Buy	53 +1	+2%	+$109	﹤0.01%	196
2023 Q1	$5.78K	Hold	52	–	–	﹤0.01%	198
2022 Q4	$5.58K	Hold	52	–	–	﹤0.01%	201
2022 Q3	$5K	Sell	52 -12	-19%	-$1.36K	﹤0.01%	213
2022 Q2	$7K	Buy	64 +2	+3%	+$237	﹤0.01%	196
2022 Q1	$8K	Hold	62	–	–	﹤0.01%	205
2021 Q4	$8K	Buy	62 +1	+2%	+$129	﹤0.01%	200
2021 Q3	$8K	Buy	61 +1	+2%	+$129	﹤0.01%	198
2021 Q2	$8K	Buy	60 +1	+2%	+$127	﹤0.01%	183
2021 Q1	$7K	Buy	+59	New	+$7.47K	﹤0.01%	197

Other funds holding TIP

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return