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Note Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Note Advisors’s Portfolio TIP Stock Details TIP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$798K Sell
7,249
-34
-0.5% -$3.74K 0.55% 38
2025
Q1 		$809K Sell
7,283
-497
-6% -$55.2K 0.67% 35
2024
Q4 		$829K Buy
+7,780
New +$829K 0.73% 36