Integrated Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

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