SWM
TIP icon

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

Segment Wealth Management’s Portfolio TIP Stock Details TIP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-9,959
Closed -$1.12M – 180
2014
Q4 		$1.12M Sell
9,959
-1,049
-10% -$118K 0.43% 64
2014
Q3 		$1.23M Buy
+11,008
New +$1.23M 0.47% 66