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Grove Bank & Trust’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Grove Bank & Trust’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
2017
Q3 		– Sell
-250
Closed -$25K – 651
2017
Q2 		$25K Hold
250
– – 0.02% 353
2017
Q1 		$25K Hold
250
– – 0.02% 280
2016
Q4 		$25K Hold
250
– – 0.02% 299
2016
Q3 		$25K Hold
250
– – 0.02% 182
2016
Q2 		$25K Buy
+250
New +$25.2K 0.02% 177

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MWM
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCA
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DWM
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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $709M AUM 18.05% 1-Year Est. Return