Optivise Advisory Services’s iShares TIPS Bond ETF TIP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$370K	Buy	3,361 +789	+31%	+$86.8K	0.19%	117
2025 Q1	$286K	Sell	2,572 -203	-7%	-$22.6K	0.16%	133
2024 Q4	$296K	Sell	2,775 -233	-8%	-$24.8K	0.16%	132
2024 Q3	$332K	Sell	3,008 -1	-0%	-$110	0.17%	111
2024 Q2	$321K	Buy	+3,009	New	+$321K	0.17%	122