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

Concert 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
2016
Q4 		– Sell
-557
Closed – – 879
2016
Q3 		$0 Sell
557
-14,476
-96% -$1.46M ﹤0.01% 1039
2016
Q2 		$1.52M Sell
15,033
-14,966
-50% -$1.51M 0.21% 129
2016
Q1 		$3.02M Buy
+29,999
New +$2.98M 0.4% 51
2014
Q4 		– Sell
-2,050
Closed -$207K – 666
2014
Q3 		$207K Buy
2,050
+10
+0.5% +$1.02K 0.03% 497
2014
Q2 		$203K Buy
+2,040
New +$208K 0.02% 515

Other funds holding STIP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return