Clearview Wealth Advisors’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 Q2	–	Sell	-4,058	Closed	-$436K	–	117
2024 Q1	$436K	Buy	4,058 +1,945	+92%	+$208K	0.44%	53
2023 Q4	$227K	Buy	+2,113	New	+$221K	0.26%	105
2023 Q1	–	Sell	-90	Closed	-$9.58K	–	707
2022 Q4	$9.58K	Sell	90 -70	-44%	-$7.47K	0.01%	334
2022 Q3	$17K	Sell	160 -210	-57%	-$23.8K	0.01%	280
2022 Q2	$42K	Sell	370 -225	-38%	-$26.7K	0.03%	202
2022 Q1	$74K	Sell	595 -5,341	-90%	-$672K	0.05%	167
2021 Q4	$767K	Buy	5,936 +3,504	+144%	+$452K	0.47%	49
2021 Q3	$311K	Buy	2,432 +1,652	+212%	+$213K	0.2%	97
2021 Q2	$100K	Buy	780 +110	+16%	+$14K	0.06%	164
2021 Q1	$84K	Sell	670 -12,400	-95%	-$1.57M	0.05%	178
2020 Q4	$1.67M	Buy	+13,070	New	+$1.65M	1.12%	21