Fiduciary Financial Group’s iShares TIPS Bond ETF TIP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.03M	Sell	9,358 -182	-2%	-$19.9K	0.19%	78
2025 Q1	$1.03M	Sell	9,540 -864	-8%	-$93.3K	0.22%	64
2024 Q4	$1.11M	Buy	10,404 +52	+0.5%	+$5.52K	0.24%	61
2024 Q3	$1.13M	Sell	10,352 -1,194	-10%	-$131K	0.26%	57
2024 Q2	$1.24M	Buy	+11,546	New	+$1.24M	0.3%	51