Institutional & Family Asset 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
2024 Q2	$31.3K	Sell	293 -1,083	-79%	-$115K	﹤0.01%	294
2024 Q1	$148K	Sell	1,376 -263	-16%	-$28.1K	0.02%	157
2023 Q4	$176K	Sell	1,639 -145,297	-99%	-$15.2M	0.03%	149
2023 Q3	$15.2M	Buy	146,936 +668	+0.5%	+$70.7K	2.49%	6
2023 Q2	$15.7M	Buy	146,268 +5,647	+4%	+$615K	2.56%	6
2023 Q1	$15.5M	Buy	140,621 +133,407	+1,849%	+$14.4M	2.55%	6
2022 Q4	$768K	Sell	7,214 -238	-3%	-$25.4K	0.13%	102
2022 Q3	$782K	Sell	7,452 -488	-6%	-$55.3K	0.14%	93
2022 Q2	$904K	Sell	7,940 -29	-0.4%	-$3.44K	0.16%	89
2022 Q1	$993K	Sell	7,969 -17,637	-69%	-$2.22M	0.16%	97
2021 Q4	$3.31M	Buy	25,606 +3,165	+14%	+$408K	0.52%	66
2021 Q3	$2.87M	Sell	22,441 -682	-3%	-$87.9K	0.46%	69
2021 Q2	$2.96M	Buy	23,123 +5,296	+30%	+$673K	0.49%	68
2021 Q1	$2.24M	Sell	17,827 -3,834	-18%	-$485K	0.43%	67
2020 Q4	$2.77M	Buy	21,661 +7,916	+58%	+$998K	0.58%	70
2020 Q3	$1.74M	Sell	13,745 -436	-3%	-$54.8K	0.4%	73
2020 Q2	$1.74M	Sell	14,181 -518	-4%	-$63K	0.36%	74
2020 Q1	$1.73M	Buy	14,699 +371	+3%	+$43.7K	0.4%	73
2019 Q4	$1.67M	Sell	14,328 -324	-2%	-$37.7K	0.35%	77
2019 Q3	$1.7M	Buy	14,652 +11,427	+354%	+$1.33M	0.37%	74
2019 Q2	$372K	Buy	+3,225	New	+$367K	0.08%	131