Secure Asset Management’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	-39,332	Closed	-$4.19M	–	207
2022 Q4	$4.19M	Buy	39,332 +23,616	+150%	+$2.52M	1.5%	8
2022 Q3	$1.65M	Buy	15,716 +2,321	+17%	+$263K	0.92%	14
2022 Q2	$1.53M	Buy	13,395 +2,941	+28%	+$349K	0.85%	19
2022 Q1	$1.3M	Buy	10,454 +4,060	+63%	+$511K	0.59%	29
2021 Q4	$826K	Buy	6,394 +1,537	+32%	+$198K	0.33%	52
2021 Q3	$620K	Buy	4,857 +85	+2%	+$11K	0.31%	55
2021 Q2	$611K	Buy	4,772 +903	+23%	+$115K	0.31%	58
2021 Q1	$486K	Buy	3,869 +698	+22%	+$88.3K	0.27%	80
2020 Q4	$405K	Buy	3,171 +226	+8%	+$28.5K	0.24%	89
2020 Q3	$373K	Sell	2,945 -932	-24%	-$117K	0.26%	89
2020 Q2	$477K	Buy	3,877 +1,301	+51%	+$158K	0.34%	81
2020 Q1	$304K	Sell	2,576 -952	-27%	-$112K	0.33%	75
2019 Q4	$411K	Buy	+3,528	New	+$410K	0.29%	86