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Aurora Private Wealth’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Aurora Private Wealth’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
-2,212
Closed -$214K – 168
2023
Q3 		$214K Sell
2,212
-30
-1% -$2.92K 0.24% 119
2023
Q2 		$219K Buy
2,242
+60
+3% +$5.9K 0.25% 116
2023
Q1 		$217K Sell
2,182
-5
-0.2% -$489 0.23% 133
2022
Q4 		$212K Sell
2,187
-50
-2% -$4.86K 0.24% 131
2022
Q3 		$215K Buy
+2,237
New +$224K 0.1% 150

Other funds holding STIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
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
Norden Group Provo, Utah $1.04B AUM 23.49% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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