Dogwood Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Dogwood Wealth Management’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	–	Hold	0	–	–	–	846
2026 Q1	–	Hold	0	–	–	–	850
2025 Q4	–	Sell	-555	Closed	-$61.6K	–	733
2025 Q3	$61.8K	Sell	555 -1	-0.2%	-$110	0.03%	115
2025 Q2	$60.7K	Hold	556	–	–	0.03%	114
2025 Q1	$61.7K	Hold	556	–	–	0.03%	110
2024 Q4	$59.2K	Buy	556 +1	+0.2%	+$108	0.03%	114
2024 Q3	$61.4K	Buy	555 +3	+0.5%	+$326	0.04%	108
2024 Q2	$59K	Sell	552 -1,489	-73%	-$158K	0.04%	108
2024 Q1	$219K	Sell	2,041 -657	-24%	-$70.2K	0.15%	74
2023 Q4	$290K	Buy	+2,698	New	+$282K	0.23%	61

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