RMR Wealth Builders’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
2023 Q1	–	Sell	-2,711	Closed	-$289K	–	218
2022 Q4	$289K	Buy	2,711 +1	+0%	+$107	0.07%	145
2022 Q3	$284K	Sell	2,710 -9	-0.3%	-$1.02K	0.07%	142
2022 Q2	$310K	Sell	2,719 -293	-10%	-$34.7K	0.08%	139
2022 Q1	$375K	Buy	3,012 +1,388	+85%	+$175K	0.08%	138
2021 Q4	$210K	Sell	1,624 -2,267	-58%	-$292K	0.06%	116
2021 Q3	$497K	Buy	3,891 +294	+8%	+$37.9K	0.15%	99
2021 Q2	$460K	Sell	3,597 -1,192	-25%	-$151K	0.15%	99
2021 Q1	$601K	Buy	4,789 +1,383	+41%	+$175K	0.16%	87
2020 Q4	$435K	Sell	3,406 -1,411	-29%	-$178K	0.21%	84
2020 Q3	$609K	Buy	4,817 +2,301	+91%	+$289K	0.16%	100
2020 Q2	$309K	Buy	+2,516	New	+$306K	0.28%	84
2019 Q4	$285K	Buy	+2,445	New	+$284K	0.27%	77