FWA
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FOCUS Wealth Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

FOCUS Wealth 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
2024
Q1 		– Sell
-17,707
Closed -$1.75M – 59
2023
Q4 		$1.75M Buy
17,707
+957
+6% +$93.2K 1.1% 26
2023
Q3 		$1.62M Sell
16,750
-18
-0.1% -$1.75K 1.13% 23
2023
Q2 		$1.64M Sell
16,768
-182
-1% -$17.9K 1.11% 24
2023
Q1 		$1.68M Sell
16,950
-191
-1% -$18.7K 1.1% 24
2022
Q4 		$1.66M Sell
17,141
-69
-0.4% -$6.7K 1.15% 24
2022
Q3 		$1.65M Sell
17,210
-54
-0.3% -$5.41K 1.17% 23
2022
Q2 		$1.75M Buy
+17,264
New +$1.78M 1.2% 18

Other funds holding STIP

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.82B AUM 16.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return