IFAM
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Institutional & Family Asset Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Institutional & Family Asset 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
2022
Q2 		– Sell
-18,853
Closed -$1.98M – 790
2022
Q1 		$1.98M Buy
18,853
+1,206
+7% +$127K 0.31% 72
2021
Q4 		$1.87M Sell
17,647
-1,566
-8% -$166K 0.29% 77
2021
Q3 		$2.03M Buy
19,213
+591
+3% +$62.7K 0.33% 73
2021
Q2 		$1.98M Buy
18,622
+9,797
+111% +$1.04M 0.33% 74
2021
Q1 		$933K Hold
8,825
– – 0.18% 90
2020
Q4 		$922K Buy
+8,825
New +$915K 0.19% 91

Other funds holding STIP

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
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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return