First Manhattan

First Manhattan’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

First Manhattan’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
2021 Q2	–	Sell	-380	Closed	-$40K	–	1626
2021 Q1	$40K	Hold	380	–	–	﹤0.01%	1002
2020 Q4	$39K	Hold	380	–	–	﹤0.01%	947
2020 Q3	$39K	Hold	380	–	–	﹤0.01%	920
2020 Q2	$38K	Hold	380	–	–	﹤0.01%	927
2020 Q1	$37K	Hold	380	–	–	﹤0.01%	909
2019 Q4	$38K	Hold	380	–	–	﹤0.01%	944
2019 Q3	$38K	Buy	380 +1	+0.3%	+$100	﹤0.01%	947
2019 Q2	$38K	Sell	379 -1	-0.3%	-$100	﹤0.01%	976
2019 Q1	$37K	Hold	380	–	–	﹤0.01%	1004
2018 Q4	$37K	Buy	+380	New	+$37.3K	﹤0.01%	976

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

LPL Financial San Diego, California $376B AUM 19.32% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.19B AUM 17.95% 1-Year Est. Return