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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q2
Sell
-2,119
Closed -$239K 73
2019
Q1
$239K Buy
+2,119
New +$239K 0.19% 67
2018
Q4
Sell
-2,122
Closed -$232K 70
2018
Q3
$232K Buy
+2,122
New +$232K 0.2% 55