Pinnacle Wealth Planning Services’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	$80.7K	Buy	731 +11	+2%	+$1.22K	0.01%	925
2025 Q4	$79.1K	Buy	+720	New	+$79.9K	0.01%	914
2024 Q3	–	Sell	-2,008	Closed	-$214K	–	560
2024 Q2	$214K	Hold	2,008	–	–	0.03%	402
2024 Q1	$216K	Hold	2,008	–	–	0.03%	400
2023 Q4	$216K	Sell	2,008 -8	-0.4%	-$836	0.03%	374
2023 Q3	$209K	Buy	2,016 +51	+3%	+$5.4K	0.03%	351
2023 Q2	$211K	Hold	1,965	–	–	0.03%	367
2023 Q1	$217K	Sell	1,965 -384	-16%	-$41.6K	0.04%	361
2022 Q4	$250K	Sell	2,349 -446	-16%	-$47.6K	0.04%	301
2022 Q3	$293K	Hold	2,795	–	–	0.05%	244
2022 Q2	$318K	Sell	2,795 -126	-4%	-$14.9K	0.06%	232
2022 Q1	$364K	Buy	2,921 +120	+4%	+$15.1K	0.07%	233
2021 Q4	$362K	Buy	+2,801	New	+$361K	0.07%	226
2021 Q1	–	Sell	-1,136	Closed	-$145K	–	1785
2020 Q4	$145K	Buy	+1,136	New	+$143K	0.03%	352