GWA
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Genesis Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2015
Q2
$1.18M Sell
10,555
-278
-3% -$31.2K 0.96% 22
2015
Q1
$1.24M Sell
10,833
-175
-2% -$20K 1.03% 22
2014
Q4
$1.25M Buy
+11,008
New +$1.25M 0.99% 19