Litman Gregory 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
2023 Q4	–	Sell	-2,781	Closed	-$288K	–	125
2023 Q3	$288K	Buy	2,781 +174	+7%	+$18.4K	0.03%	104
2023 Q2	$281K	Buy	+2,607	New	+$284K	0.04%	72
2023 Q1	–	Sell	-4,335	Closed	-$461K	–	89
2022 Q4	$461K	Sell	4,335 -75	-2%	-$8.01K	0.06%	59
2022 Q3	$463K	Sell	4,410 -336	-7%	-$38.1K	0.07%	51
2022 Q2	$541K	Buy	+4,746	New	+$563K	0.08%	61
2022 Q1	–	Sell	-3,735	Closed	-$483K	–	80
2021 Q4	$483K	Buy	3,735 +1,815	+95%	+$234K	0.08%	56
2021 Q3	$245K	Buy	+1,920	New	+$248K	0.05%	66
2021 Q2	–	Sell	-895	Closed	-$112K	–	176
2021 Q1	$112K	Hold	895	–	–	0.02%	72
2020 Q4	$114K	Sell	895 -140	-14%	-$17.7K	0.02%	70
2020 Q3	$131K	Buy	1,035 +140	+16%	+$17.6K	0.03%	64
2020 Q2	$110K	Buy	+895	New	+$109K	0.02%	66