Sequent Planning’s iShares TIPS Bond ETF TIP Stock Holding History

Sequent Planning’s Portfolio TIP Stock Details TIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.75M	Sell
2025 Q2	$12.2M	Buy
2025 Q1	$11.6M	Buy
2024 Q4	$10.1M	Sell
2024 Q3	$11.8M	Sell
2024 Q2	$12.4M	Buy
2024 Q1	$11.8M	Buy