Rockefeller Financial Services’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
Q4
$3.37M Sell
2017
Q3
$13.8M Sell
2017
Q2
$15.1M Buy
2017
Q1
$15.1M Buy
2016
Q4
$13.9M Buy
2016
Q3
$12.4M Buy
2016
Q2
$10.8M Sell
2016
Q1
$10.6M Sell
2015
Q4
$11.3M Hold
2015
Q3
$11.4M Hold
2015
Q2
$11.5M Hold
2015
Q1
$11.7M Sell
2014
Q4
$12.6M Sell
2014
Q3
$13.1M Buy
2014
Q2
$13M Buy
2014
Q1
$8.99M Hold
2013
Q4
$8.82M Buy
2013
Q3
$6.97M Buy
2013
Q2
$6.79M Buy