Miller Equity Capital Advisors’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
2025 Q1	–	Sell	-17,350	Closed	-$1.85M	–	27
2024 Q4	$1.85M	Buy	17,350 +610	+4%	+$66K	0.71%	32
2024 Q3	$1.85M	Buy	16,740 +495	+3%	+$53.8K	0.72%	32
2024 Q2	$1.73M	Buy	16,245 +150	+0.9%	+$15.9K	0.72%	32
2024 Q1	$1.73M	Buy	16,095 +7,220	+81%	+$771K	0.71%	32
2023 Q4	$954K	Buy	8,875 +1,325	+18%	+$139K	0.43%	38
2023 Q3	$783K	Buy	7,550 +50	+0.7%	+$5.29K	0.41%	39
2023 Q2	$807K	Buy	7,500 +110	+1%	+$12K	0.41%	40
2023 Q1	$815K	Buy	7,390 +110	+2%	+$11.9K	0.46%	39
2022 Q4	$775K	Buy	7,280 +200	+3%	+$21.4K	0.5%	39
2022 Q3	$743K	Hold	7,080	–	–	0.55%	41
2022 Q2	$806K	Buy	7,080 +100	+1%	+$11.9K	0.69%	40
2022 Q1	$869K	Buy	6,980 +810	+13%	+$102K	0.74%	39
2021 Q4	$797K	Buy	6,170 +1,065	+21%	+$137K	0.74%	36
2021 Q3	$652K	Buy	5,105 +1,260	+33%	+$162K	0.64%	37
2021 Q2	$492K	Buy	3,845 +100	+3%	+$12.7K	0.51%	39
2021 Q1	$470K	Hold	3,745	–	–	0.59%	37
2020 Q4	$478K	Hold	3,745	–	–	0.64%	37
2020 Q3	$474K	Hold	3,745	–	–	0.71%	34
2020 Q2	$461K	Hold	3,745	–	–	0.75%	31
2020 Q1	$442K	Sell	3,745 -680	-15%	-$80.1K	0.83%	29
2019 Q4	$516K	Buy	+4,425	New	+$514K	0.66%	31