WealthBridge Capital 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
2025 Q1	–	Sell	-1,905	Closed	-$203K	–	211
2024 Q4	$203K	Sell	1,905 -275	-13%	-$29.8K	0.06%	194
2024 Q3	$241K	Sell	2,180 -494	-18%	-$53.7K	0.07%	183
2024 Q2	$286K	Sell	2,674 -1,575	-37%	-$167K	0.09%	139
2024 Q1	$456K	Sell	4,249 -1,906	-31%	-$204K	0.15%	104
2023 Q4	$662K	Sell	6,155 -1,131	-16%	-$118K	0.25%	76
2023 Q3	$756K	Sell	7,286 -1,892	-21%	-$200K	0.31%	65
2023 Q2	$988K	Sell	9,178 -1,397	-13%	-$152K	0.39%	53
2023 Q1	$1.17M	Sell	10,575 -1,574	-13%	-$170K	0.46%	50
2022 Q4	$1.29M	Buy	12,149 +503	+4%	+$53.7K	0.54%	44
2022 Q3	$1.33M	Hold	11,646	–	–	0.57%	40
2022 Q2	$1.33M	Buy	11,646 +283	+2%	+$33.6K	0.57%	40
2022 Q1	$1.42M	Sell	11,363 -257	-2%	-$32.3K	0.53%	42
2021 Q4	$1.5M	Buy	11,620 +518	+5%	+$66.8K	0.56%	42
2021 Q3	$1.42M	Buy	11,102 +352	+3%	+$45.4K	0.53%	44
2021 Q2	$1.38M	Buy	10,750 +186	+2%	+$23.6K	0.5%	45
2021 Q1	$1.33M	Buy	10,564 +1,674	+19%	+$212K	0.54%	42
2020 Q4	$1.14M	Buy	8,890 +680	+8%	+$85.8K	0.5%	45
2020 Q3	$1.04M	Buy	8,210 +175	+2%	+$22K	0.53%	41
2020 Q2	$988K	Buy	8,035 +262	+3%	+$31.9K	0.56%	40
2020 Q1	$917K	Buy	7,773 +50	+0.6%	+$5.89K	0.64%	39
2019 Q4	$900K	Sell	7,723 -150	-2%	-$17.4K	0.58%	44
2019 Q3	$916K	Buy	7,873 +337	+4%	+$39.1K	0.66%	38
2019 Q2	$825K	Sell	7,536 -105	-1%	-$11.9K	0.75%	37
2019 Q1	$864K	Buy	7,641 +105	+1%	+$11.6K	0.55%	38
2018 Q4	$825K	Buy	+7,536	New	+$823K	0.63%	37