GIM
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Goelzer Investment Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Goelzer Investment 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
2020
Q1 		– Sell
-32,831
Closed -$3.31M – 252
2019
Q4 		$3.31M Hold
32,831
– – 0.28% 104
2019
Q3 		$3.29M Sell
32,831
-3,919
-11% -$393K 0.3% 104
2019
Q2 		$3.7M Sell
36,750
-775
-2% -$77.6K 0.34% 94
2019
Q1 		$3.74M Buy
37,525
+15,500
+70% +$1.53M 0.35% 94
2018
Q4 		$2.16M Buy
22,025
+3,250
+17% +$319K 0.28% 119
2018
Q3 		$1.85M Buy
18,775
+125
+0.7% +$12.4K 0.21% 141
2018
Q2 		$1.86M Buy
+18,650
New +$1.86M 0.22% 139

Other funds holding STIP

PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $709M AUM 18.05% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return