Sax Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Sax Wealth Advisors’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	$240K	Buy	+2,172	New	+$240K	0.01%	494
2023 Q3	–	Sell	-1,865	Closed	-$201K	–	185
2023 Q2	$201K	Sell	1,865 -141	-7%	-$15.4K	0.04%	170
2023 Q1	$221K	Sell	2,006 -25	-1%	-$2.71K	0.05%	161
2022 Q4	$216K	Buy	+2,031	New	+$217K	0.05%	152
2021 Q2	–	Sell	-2,865	Closed	-$360K	–	162
2021 Q1	$360K	Hold	2,865	–	–	0.13%	105
2020 Q4	$366K	Buy	+2,865	New	+$361K	0.17%	89

Other funds holding TIP

Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return

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

Vertex Investment Solutions Chiyoda-Ku $148M AUM

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 $59.8B AUM 29.42% 1-Year Est. Return