Westmount Partners’s iShares TIPS Bond ETF TIP Stock Holding History

Westmount Partners’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	$355K	Hold	3,240	–	–	0.08%	193
2026 Q1	$358K	Hold	3,240	–	–	0.09%	184
2025 Q4	$356K	Hold	3,240	–	–	0.09%	174
2025 Q3	$360K	Hold	3,240	–	–	0.09%	170
2025 Q2	$357K	Sell	3,240 -1,135	-26%	-$124K	0.1%	165
2025 Q1	$486K	Buy	4,375 +1,135	+35%	+$123K	0.15%	123
2024 Q4	$345K	Hold	3,240	–	–	0.1%	154
2024 Q3	$358K	Hold	3,240	–	–	0.11%	149
2024 Q2	$343K	Buy	3,240 +25	+0.8%	+$2.66K	0.11%	143
2024 Q1	$345K	Buy	3,215 +92	+3%	+$9.83K	0.12%	145
2023 Q4	$336K	Sell	3,123 -1,134	-27%	-$119K	0.14%	141
2023 Q3	$442K	Sell	4,257 -101	-2%	-$10.7K	0.19%	118
2023 Q2	$469K	Sell	4,358 -6	-0.1%	-$653	0.2%	106
2023 Q1	$481K	Sell	4,364 -569	-12%	-$61.6K	0.22%	103
2022 Q4	$525K	Buy	+4,933	New	+$527K	0.27%	89

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Wealth Enhancement Advisory Services

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