Congress Wealth Management’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	$14.9M	Buy	135,078 +113,259	+519%	+$12.4M	0.14%	173
2025 Q1	$2.42M	Sell	21,819 -1,891	-8%	-$205K	0.03%	452
2024 Q4	$2.53M	Sell	23,710 -4,928	-17%	-$534K	0.03%	378
2024 Q3	$3.16M	Buy	28,638 +10,731	+60%	+$1.17M	0.04%	361
2024 Q2	$1.91M	Buy	17,907 +6,824	+62%	+$726K	0.03%	366
2024 Q1	$1.19M	Sell	11,083 -2,263	-17%	-$242K	0.02%	361
2023 Q4	$1.43M	Buy	13,346 +1,608	+14%	+$168K	0.03%	350
2023 Q3	$1.22M	Buy	11,738 +137	+1%	+$14.5K	0.03%	355
2023 Q2	$1.25M	Sell	11,601 -1,010	-8%	-$110K	0.03%	319
2023 Q1	$1.39M	Buy	12,611 +103	+0.8%	+$11.1K	0.03%	311
2022 Q4	$1.33M	Sell	12,508 -1,658	-12%	-$177K	0.03%	308
2022 Q3	$1.49M	Sell	14,166 -204	-1%	-$23.1K	0.04%	296
2022 Q2	$1.64M	Sell	14,370 -1,394	-9%	-$165K	0.04%	292
2022 Q1	$1.96M	Sell	15,764 -6,148	-28%	-$773K	0.04%	294
2021 Q4	$2.83M	Buy	+21,912	New	+$2.83M	0.06%	279