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

Willingdon Wealth Management’s Portfolio TIP Stock Details TIP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-180
Closed -$20K – 355
2018
Q1 		$20K Buy
180
+43
+31% +$4.78K 0.01% 219
2017
Q4 		$16K Buy
137
+122
+813% +$14.2K 0.01% 212
2017
Q3 		$2K Buy
+15
New +$2K ﹤0.01% 281