Sequoia Financial Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Sequoia Financial Advisors’s Portfolio STIP Stock Details STIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$675K	Sell
2025 Q2	$790K	Buy
2025 Q1	$731K	Buy
2024 Q4	$578K	Buy
2022 Q3	–	Sell
2022 Q2	$230K	Sell
2022 Q1	$262K	Buy