AG
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Advisor Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Advisor Group’s Portfolio STIP Stock Details STIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$4.17M Buy
41,409
+3,114
+8% +$312K 0.03% 476
2019
Q3 		$3.84M Buy
38,295
+1,523
+4% +$153K 0.03% 507
2019
Q2 		$3.7M Buy
36,772
+695
+2% +$69.5K 0.03% 512
2019
Q1 		$3.6M Buy
36,077
+13,610
+61% +$1.35M 0.03% 478
2018
Q4 		$2.2M Buy
22,467
+689
+3% +$67.6K 0.02% 602
2018
Q3 		$2.15M Sell
21,778
-1,581
-7% -$157K 0.02% 612
2018
Q2 		$2.33M Sell
23,359
-630
-3% -$62.7K 0.03% 498
2018
Q1 		$2.4M Buy
23,989
+1,168
+5% +$117K 0.03% 489
2017
Q4 		$2.28M Sell
22,821
-47
-0.2% -$4.71K 0.03% 513
2017
Q3 		$2.3M Buy
22,868
+1,691
+8% +$170K 0.04% 458
2017
Q2 		$2.13M Buy
21,177
+8,596
+68% +$867K 0.04% 461
2017
Q1 		$1.28M Buy
12,581
+858
+7% +$86.7K 0.03% 609
2016
Q4 		$1.18M Buy
11,723
+868
+8% +$87.4K 0.03% 597
2016
Q3 		$1.1M Sell
10,855
-877
-7% -$88.6K 0.03% 602
2016
Q2 		$1.19M Buy
+11,732
New +$1.18M 0.03% 556

Other funds holding STIP

Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $709M AUM 18.05% 1-Year Est. Return