Sequoia Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $827K | Sell |
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|
2025
Q1 | $882K | Sell |
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|
2024
Q4 | $925K | Buy |
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|
2024
Q3 | $471K | Sell |
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|
2024
Q2 | $457K | Sell |
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|
2024
Q1 | $484K | Buy |
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|
2023
Q4 | $339K | Sell |
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|
2023
Q3 | $523K | Sell |
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|
2023
Q2 | $584K | Sell |
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|
2023
Q1 | $859K | Sell |
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|
2022
Q4 | $949K | Buy |
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|
2022
Q3 | $803K | Sell |
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|
2022
Q2 | $1.11M | Buy |
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|
2022
Q1 | $1.18M | Buy |
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|
2021
Q4 | $1.02M | Buy |
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|
2021
Q3 | $233K | Sell |
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|
2021
Q2 | $350K | Sell |
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|
2021
Q1 | $346K | Buy |
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|
2020
Q4 | $316K | Sell |
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|
2020
Q3 | $356K | Buy |
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|
2020
Q2 | $292K | Sell |
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|
2020
Q1 | $332K | Sell |
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|
2019
Q4 | $364K | Buy |
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|
2019
Q3 | $276K | Hold |
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|
2019
Q2 | $274K | Buy |
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|
2019
Q1 | $215K | Buy |
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|
2018
Q4 | $204K | Sell |
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|
2018
Q3 | $220K | Sell |
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|
2018
Q2 | $242K | Buy |
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|
2018
Q1 | $211K | Buy |
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|
2017
Q4 | $208K | Hold |
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|
2017
Q3 | $207K | Hold |
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|
2017
Q2 | $206K | Buy |
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|
2017
Q1 | $206K | Hold |
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|
2016
Q4 | $203K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $244K | Sell |
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|
2014
Q2 | $269K | Sell |
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|
2014
Q1 | $331K | Sell |
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|
2013
Q4 | $687K | Buy |
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