West Financial Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

West Financial Advisors’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	$20.9M	Buy	191,290 +9,545	+5%	+$1.06M	3.18%	10
2026 Q1	$20.1M	Buy	181,745 +5,460	+3%	+$604K	3.4%	11
2025 Q4	$19.4M	Buy	176,285 +42,410	+32%	+$4.7M	3.27%	10
2025 Q3	$14.9M	Buy	133,875 +133,855	+669,275%	+$14.8M	2.46%	11
2025 Q2	$2.2K	Buy	+20	New	+$2.18K	﹤0.01%	181
2024 Q4	–	Sell	-453	Closed	-$50K	–	221
2024 Q3	$50K	Sell	453 -87,538	-99%	-$9.51M	0.01%	87
2024 Q2	$9.4M	Buy	87,991 +834	+1%	+$88.7K	1.95%	13
2024 Q1	$9.36M	Buy	87,157 +1,884	+2%	+$201K	2.01%	12
2023 Q4	$9.17M	Sell	85,273 -17,493	-17%	-$1.83M	2.09%	13
2023 Q3	$10.7M	Buy	102,766 +672	+0.7%	+$71.1K	2.67%	9
2023 Q2	$11M	Buy	102,094 +2,769	+3%	+$302K	2.7%	10
2023 Q1	$11M	Buy	99,325 +667	+0.7%	+$72.2K	2.87%	10
2022 Q4	$10.5M	Sell	98,658 -5,655	-5%	-$604K	2.93%	9
2022 Q3	$10.9M	Sell	104,313 -2,532	-2%	-$287K	3.28%	9
2022 Q2	$12.2M	Buy	106,845 +13,257	+14%	+$1.57M	3.54%	9
2022 Q1	$11.7M	Sell	93,588 -2,043	-2%	-$257K	3.07%	11
2021 Q4	$12.4M	Buy	95,631 +32,932	+53%	+$4.25M	3.32%	11
2021 Q3	$8.01M	Buy	62,699 +2,467	+4%	+$318K	2.34%	13
2021 Q2	$7.71M	Buy	60,232 +14,364	+31%	+$1.82M	2.36%	13
2021 Q1	$5.76M	Buy	45,868 +545	+1%	+$69K	1.93%	15
2020 Q4	$5.79M	Buy	+45,323	New	+$5.72M	2.05%	14

Other funds holding TIP

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

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

Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return