Whalen Wealth 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	$1.44M	Buy	13,044 +6,583	+102%	+$724K	0.9%	23
2025 Q1	$718K	Buy	6,461 +3,137	+94%	+$348K	0.48%	43
2024 Q4	$354K	Buy	3,324 +1,018	+44%	+$108K	0.25%	86
2024 Q3	$255K	Buy	2,306 +57	+3%	+$6.3K	0.18%	97
2024 Q2	$240K	Buy	+2,249	New	+$240K	0.19%	90