Robinswood Financial’s iShares TIPS Bond ETF TIP Stock Holding History

Robinswood Financial’s Portfolio TIP Stock Details TIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.16K	Hold	47	–	–	﹤0.01%	340
2026 Q1	$5.2K	Hold	47	–	–	﹤0.01%	325
2025 Q4	$5.18K	Hold	47	–	–	﹤0.01%	307
2025 Q3	$5.24K	Buy	47 +1	+2%	+$110	﹤0.01%	298
2025 Q2	$5.17K	Hold	46	–	–	﹤0.01%	298
2025 Q1	$5.15K	Hold	46	–	–	﹤0.01%	291
2024 Q4	$4.94K	Sell	46 -957	-95%	-$104K	﹤0.01%	248
2024 Q3	$111K	Buy	1,003 +1	+0.1%	+$109	0.04%	89
2024 Q2	$107K	Hold	1,002	–	–	0.04%	92
2024 Q1	$107K	Hold	1,002	–	–	0.05%	71
2023 Q4	$108K	Buy	1,002 +2	+0.2%	+$209	0.05%	67
2023 Q3	$104K	Buy	1,000 +55	+6%	+$5.82K	0.05%	66
2023 Q2	$102K	Buy	+945	New	+$103K	0.05%	65

Other funds holding TIP

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return