ISHARES TR

Ticker: TIP CUSIP: 464287176 Class: TIPS BD ETF

WMG Financial Advisors, LLC's Holding History (CIK: 0001906711)

Note: Option positions (PUT/CALL) are excluded.

Q3 2025
Shares 1,800 Value ($000) $200 Avg Close — Range —
Q4 2024
Shares 2,380 Value ($000) $254 Avg Close — Range —
Q3 2024
Shares 2,380 Value ($000) $263 Avg Close — Range —
Q2 2024
Shares 2,493 Value ($000) $266 Avg Close — Range —
Q1 2024
Shares 2,490 Value ($000) $267 Avg Close — Range —
Q4 2023
Shares 2,490 Value ($000) $268 Avg Close — Range —
Q2 2023
Shares 2,564 Value ($000) $276 Avg Close — Range —
Q1 2023
Shares 1,844 Value ($000) $283 Avg Close — Range —
Q4 2022
Shares 2,564 Value ($000) $273 Avg Close — Range —
Q3 2022
Shares 2,564 Value ($000) $270 Avg Close — Range —
Q2 2022
Shares 2,564 Value ($000) $291 Avg Close — Range —
Q1 2022
Shares 2,564 Value ($000) $321 Avg Close — Range —
Q4 2021
Shares 1,764 Value ($000) $227 Avg Close — Range —