Global Wealth Strategies & Associates’s iShares TIPS Bond ETF TIP Stock Holding History

Global Wealth Strategies & Associates’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	–	Sell	-235	Closed	-$25.9K	–	437
2026 Q1	$25.9K	Buy	235 +226	+2,511%	+$25K	0.01%	233
2025 Q4	$989	Hold	9	–	–	﹤0.01%	479
2025 Q3	$1K	Hold	9	–	–	﹤0.01%	428
2025 Q2	$990	Hold	9	–	–	﹤0.01%	333
2025 Q1	$1K	Hold	9	–	–	﹤0.01%	421
2024 Q4	$959	Hold	9	–	–	﹤0.01%	351
2024 Q3	$994	Hold	9	–	–	﹤0.01%	323
2024 Q2	$961	Hold	9	–	–	﹤0.01%	292
2024 Q1	$967	Sell	9 -5	-36%	-$534	﹤0.01%	309
2023 Q4	$1.5K	Sell	14 -6	-30%	-$627	﹤0.01%	264
2023 Q3	$2.07K	Hold	20	–	–	﹤0.01%	265
2023 Q2	$2.15K	Hold	20	–	–	﹤0.01%	251
2023 Q1	$2.21K	Sell	20 -32,750	-100%	-$3.54M	﹤0.01%	258
2022 Q4	$3.49M	Buy	+32,770	New	+$3.5M	2.02%	18

Other funds holding TIP

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

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

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 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