WLIM
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White Lighthouse Investment Management’s iShares TIPS Bond ETF TIP Stock Holding History

White Lighthouse Investment Management’s Portfolio TIP Stock Details TIP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,810
Closed -$211K – 127
2019
Q4 		$211K Sell
1,810
-519
-22% -$60.5K 0.08% 129
2019
Q3 		$271K Buy
+2,329
New +$271K 0.11% 114