BCA
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Bay Colony Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Bay Colony Advisors’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
2022
Q4 		– Sell
-2,701
Closed -$260K – 369
2022
Q3 		$260K Buy
2,701
+4
+0.1% +$401 0.08% 253
2022
Q2 		$277K Sell
2,697
-66
-2% -$6.81K 0.07% 256
2022
Q1 		$290K Sell
2,763
-332
-11% -$35K 0.07% 266
2021
Q4 		$328K Buy
3,095
+77
+3% +$8.16K 0.09% 249
2021
Q3 		$319K Buy
3,018
+334
+12% +$35.4K 0.1% 236
2021
Q2 		$285K Buy
2,684
+402
+18% +$42.7K 0.1% 265
2021
Q1 		$241K Buy
+2,282
New +$240K 0.09% 273
2018
Q3 		– Sell
-99
Closed -$10K – 810
2018
Q2 		$10K Buy
+99
New +$9.86K 0.01% 655

Other funds holding STIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return