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

Elmwood 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
2019 Q4	–	Sell	-8	Closed	-$1K	–	223
2019 Q3	$1K	Hold	8	–	–	﹤0.01%	259
2019 Q2	$1K	Buy	+8	New	+$801	﹤0.01%	274

Other funds holding STIP

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

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

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

Lee Financial Dallas, Texas $709M AUM 18.05% 1-Year Est. Return