First Allied Advisory Services’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

First Allied Advisory Services’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	-91	Closed	-$9K	–	1575
2019 Q3	$9K	Buy	+91	New	+$9.12K	﹤0.01%	1537
2018 Q2	–	Sell	-7,495	Closed	-$749K	–	1239
2018 Q1	$749K	Buy	7,495 +7,174	+2,235%	+$716K	0.03%	535
2017 Q4	$32K	Buy	+321	New	+$32.2K	﹤0.01%	1350
2016 Q4	–	Sell	-2,897	Closed	-$293K	–	1162
2016 Q3	$293K	Buy	2,897 +630	+28%	+$63.6K	0.02%	760
2016 Q2	$231K	Buy	2,267 +207	+10%	+$20.9K	0.01%	872
2016 Q1	$208K	Sell	2,060 -219	-10%	-$21.8K	0.01%	893
2015 Q4	$225K	Buy	+2,279	New	+$226K	0.01%	907

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