Integrated Wealth Management (Palm Desert)’s iShares TIPS Bond ETF TIP Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio TIP Stock Details TIP Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$407K	Sell
2016 Q4	$420K	Sell
2016 Q3	$434K	Sell
2016 Q2	$446K	Buy
2016 Q1	$427K	Hold
2015 Q4	$408K	Sell
2015 Q3	$495K	Buy
2015 Q2	$493K	Sell
2015 Q1	$768K	Buy