Summit Wealth Group’s iShares TIPS Bond ETF TIP Stock Holding History

Summit Wealth Group’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
2025 Q3	$611K	Sell
2025 Q2	$635K	Sell
2025 Q1	$1.24M	Sell
2024 Q4	$1.31M	Sell
2024 Q3	$1.6M	Sell
2024 Q2	$1.69M	Buy
2023 Q3	–	Sell
2023 Q2	$1.01M	Sell
2023 Q1	$7K	Buy