AWM
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Atticus Wealth Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Atticus Wealth Management’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
2023
Q4 		– Sell
-13
Closed -$1.26K – 607
2023
Q3 		$1.26K Hold
13
– – ﹤0.01% 527
2023
Q2 		$1.27K Sell
13
-30
-70% -$2.95K ﹤0.01% 525
2023
Q1 		$4.27K Hold
43
– – ﹤0.01% 443
2022
Q4 		$4.17K Hold
43
– – ﹤0.01% 432
2022
Q3 		$4K Hold
43
– – ﹤0.01% 457
2022
Q2 		$4K Hold
43
– – ﹤0.01% 489
2022
Q1 		$5K Buy
+43
New +$4.53K ﹤0.01% 470

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
NG
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FGAM
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Bank of America
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Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return