NFP Retirement Inc’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
2026 Q1	$6.53M	Buy	59,136 +10,217	+21%	+$1.13M	0.39%	50
2025 Q4	$5.38M	Sell	48,919 -1,564	-3%	-$174K	0.33%	57
2025 Q3	$5.61M	Buy	50,483 +13,226	+35%	+$1.46M	0.36%	53
2025 Q2	$4.1M	Buy	37,257 +25,057	+205%	+$2.73M	0.27%	59
2025 Q1	$1.36M	Buy	12,200 +6,194	+103%	+$673K	0.11%	99
2024 Q4	$640K	Sell	6,006 -105	-2%	-$11.4K	0.05%	158
2024 Q3	$675K	Buy	6,111 +160	+3%	+$17.4K	0.05%	156
2024 Q2	$635K	Sell	5,951 -1,480	-20%	-$157K	0.05%	159
2024 Q1	$798K	Buy	7,431 +4,578	+160%	+$489K	0.07%	135
2023 Q4	$307K	Sell	2,853 -4,390	-61%	-$459K	0.05%	186
2023 Q3	$751K	Sell	7,243 -1,857	-20%	-$197K	0.14%	111
2023 Q2	$979K	Sell	9,100 -823	-8%	-$89.6K	0.18%	95
2023 Q1	$1.09M	Sell	9,923 -5,139	-34%	-$556K	0.22%	90
2022 Q4	$1.6M	Sell	15,062 -7,089	-32%	-$757K	0.35%	64
2022 Q3	$2.32M	Buy	22,151 +1,749	+9%	+$198K	0.57%	50
2022 Q2	$2.32M	Sell	20,402 -3,552	-15%	-$421K	0.59%	46
2022 Q1	$2.98M	Buy	23,954 +17,884	+295%	+$2.25M	0.71%	41
2021 Q4	$784K	Buy	6,070 +728	+14%	+$93.9K	0.28%	59
2021 Q3	$682K	Buy	+5,342	New	+$689K	0.28%	57