FEM
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Fulcrum Equity Management’s iShares TIPS Bond ETF TIP Stock Holding History

Fulcrum Equity Management’s Portfolio TIP Stock Details TIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,825
Closed -$233K – 205
2021
Q3 		$233K Sell
1,825
-406
-18% -$52.3K 0.09% 160
2021
Q2 		$286K Sell
2,231
-46
-2% -$5.84K 0.11% 152
2021
Q1 		$286K Sell
2,277
-4,967
-69% -$629K 0.11% 147
2020
Q4 		$925K Buy
7,244
+3,594
+98% +$453K 0.37% 66
2020
Q3 		$462K Buy
+3,650
New +$459K 0.21% 74
2019
Q4 		– Sell
-131
Closed -$15K – 212
2019
Q3 		$15K Buy
+131
New +$15.2K 0.01% 127

Other funds holding TIP

BlackRock
BlackRock New York $5.72T 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return