Strategic Investment Solutions’s iShares TIPS Bond ETF TIP Stock Holding History

Strategic Investment Solutions’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	$56.9K	Buy	520 +5	+1%	+$553	0.01%	252
2026 Q1	$56.8K	Hold	515	–	–	0.01%	244
2025 Q4	$56.6K	Buy	515 +3	+0.6%	+$333	0.01%	233
2025 Q3	$56.9K	Buy	512 +3	+0.6%	+$331	0.02%	204
2025 Q2	$56K	Buy	509 +104	+26%	+$11.3K	0.02%	199
2025 Q1	$45K	Hold	405	–	–	0.01%	209
2024 Q4	$43.1K	Buy	405 +1	+0.2%	+$108	0.01%	224
2024 Q3	$44.6K	Buy	404 +204	+102%	+$22.2K	0.01%	203
2024 Q2	$25.1K	Buy	+200	New	+$21.3K	0.01%	241
2023 Q4	$21.5K	Sell	200 -12,400	-98%	-$1.3M	﹤0.01%	642
2023 Q3	$1.33M	Buy	12,600 +12,400	+6,200%	+$1.31M	0.02%	273
2023 Q2	$21.6K	Hold	200	–	–	﹤0.01%	446
2023 Q1	$22.1K	Buy	+200	New	+$21.6K	﹤0.01%	526

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

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 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

Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return