Synergy Asset Management’s iShares TIPS Bond ETF TIP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-3,784	Closed	-$420K	–	223
2025 Q1	$420K	Sell	3,784 -5,823	-61%	-$647K	0.05%	123
2024 Q4	$1.03M	Buy	+9,607	New	+$1.03M	0.08%	118