Sequoia Financial Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $790K | Buy |
7,679
+618
| +9% | +$63.6K | 0.01% | 782 |
|
|
2025
Q1 | $731K | Buy |
7,061
+1,314
| +23% | +$136K | 0.01% | 723 |
|
|
2024
Q4 | $578K | Buy |
+5,747
| New | +$578K | 0.01% | 748 |
|
|
2022
Q3 | – | Sell |
-2,267
| Closed | -$230K | – | 582 |
|
|
2022
Q2 | $230K | Sell |
2,267
-230
| -9% | -$23.3K | 0.01% | 516 |
|
|
2022
Q1 | $262K | Buy |
+2,497
| New | +$262K | 0.01% | 542 |
|